# Kualoa Ranch Hawaii, INC. 401(k) Plan
Source: https://planprovider.pro/companies/kualoa-ranch-hawaii-inc-401k-plan

> Kualoa Ranch Hawaii, INC.'s 401(k) plan: 449 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kualoa Ranch Hawaii, INC.

- **Sponsor EIN:** 990238054

- **Sponsor Address:** P.O. BOX 650, KAAAWA, HI, 96730

- **Plan Type:** 401(k)

- **Total Participants:** 449

- **Total Assets:** $9.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|449|$9.0M|$459,446|$663,577|

| 2023|391|$7.7M|$349,281|$548,765|

| 2022|209|$6.4M|$304,952|$477,083|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| EDWARD D JONES & CO LP|INVESTMENT ADVISOR|$24,517|—|$24,517|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$21,141|—|$21,141|

| HICKS PENSION GROUP|CONTRACT ADMIN|$19,376|—|$19,376|

| KKDLY LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [KKDLY LLC](https://planprovider.pro/provider/kkdly-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $65,034

- **Estimated Expense Ratio:** 0.719% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$98,848|$24,517|$74,331|—|—|

| 2023|$27,982|—|$27,982|—|—|

| 2022|$31,114|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/kualoa-ranch-hawaii-inc-401k-plan)

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