Plan Snapshot
- Plan Sponsor: Lanai Resorts, LLC
- Sponsor EIN: 990352771
- Sponsor Address: 733 BISHOP ST STE 1500, HONOLULU, HI, 968134014
- Plan Type: 401(k)
- Total Participants: 381
- Total Assets: $18.1M
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 | 381 | $18.1M | $517,484 | $1.2M |
| 2023 | 371 | $15.9M | $530,110 | $1.3M |
| 2022 | 356 | $13.2M | $527,078 | $1.3M |
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 |
|---|---|---|---|---|
| ACCUITY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ACCUITY — 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 | $13,453 | — | $4,183 | — | — |
| 2023 | $8,961 | — | — | — | — |
| 2022 | $15,408 | — | — | — | $15,408 |