Plan Snapshot
- Plan Sponsor: Kukio Golf And Beach Club
- Sponsor EIN: 990353074
- Sponsor Address: THE 87 MILE MARKER, KAILUA KONA, HI, 96745
- Plan Type: 401(k)
- Total Participants: 264
- Total Assets: $19.8M
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 | 264 | $19.8M | $342,583 | $1.3M |
| 2023 | 268 | $16.2M | $294,474 | $1.1M |
| 2022 | 268 | $12.9M | $266,604 | $1.0M |
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 |
|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | CONSULTANT | $14,109 | — | $14,109 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $7,084 | — | $7,084 |
| VERITY CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — CONSULTANT
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- VERITY CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,193
- Estimated Expense Ratio: 0.107% 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 | $21,194 | — | — | — | — |
| 2023 | $20,076 | $13,497 | — | — | — |
| 2022 | $20,565 | — | — | — | — |