Plan Snapshot
- Plan Sponsor: Le Jardin Academy
- Sponsor EIN: 990146978
- Sponsor Address: 917 KALANIANAOLE HWY, KAILUA, HI, 967340707
- Plan Type: 403(b)
- Total Participants: 311
- Total Assets: $25.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 311 | $25.0M | $886,497 | $524,302 |
| 2023 | 275 | $22.2M | $814,653 | $545,100 |
| 2022 | 241 | $18.6M | $733,900 | $479,890 |
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 |
|---|---|---|---|---|
| KHM LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KHM LLP — 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 | $301 | — | $301 | — | — |
| 2023 | $205 | — | $205 | — | — |
| 2022 | $20 | — | $20 | — | — |