# Kuhana Associates LLC 401(k) Plan
Source: https://planprovider.pro/companies/kuhana-associates-llc-401k-plan

> Kuhana Associates LLC&#39;s 401(k) plan: 498 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](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:** $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|—|—|

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