Plan Snapshot
- Plan Sponsor: Lava Lava, LLC
- Sponsor EIN: 453600005
- Sponsor Address: 75-5828 KAHAKAI ROAD, KAILUA-KONA, HI, 96740
- Plan Type: DB
- Total Participants: 6
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 6 | $0 | $0 | $0 |
| 2023 | 0 | $48,913 | $0 | $0 |
| 2022 | 71 | $2.8M | $0 | $0 |
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 |
|---|---|---|---|---|
| MAYER BROWN | ERISA Attorney | $123,910 | — | $123,910 |
| JM PENSION ADVISORY, INC. | Other Service Provider | $60,620 | — | $60,620 |
| EIDE BAILLY | Auditor | $57,560 | — | $57,560 |
| RAYMOND JAMES FINANCIAL SERVICES | Investment Advisor | $29,034 | — | $29,034 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $271,124
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 | — | — | — | — | — |
| 2023 | $135,562 | $14,517 | $30,310 | $28,780 | — |
| 2022 | $32,159 | $32,159 | — | — | — |