Plan Snapshot
- Plan Sponsor: Kuhana Associates LLC
- Sponsor EIN: 990335219
- Sponsor Address: 745 FORT STREET, SUITE 327, HONOLULU, HI, 968133803
- Plan Type: 401(k)
- Total Participants: 498
- Total Assets: $7.9M
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 | 498 | $7.9M | $478,175 | $671,145 |
| 2023 | 379 | $7.6M | $469,825 | $633,054 |
| 2022 | 362 | $6.0M | $481,456 | $618,113 |
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 |
|---|---|---|---|---|
| KKDLY LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KKDLY LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $56,362 | $34,388 | $21,974 | — | — |
| 2023 | $47,933 | — | $47,933 | — | — |
| 2022 | $34,578 | — | $34,578 | — | — |