Plan Snapshot
- Plan Sponsor: Leavitt, Yamane & Soldner, Aal, Alc
- Sponsor EIN: 990175997
- Sponsor Address: 737 BISHOP STREET, HONOLULU, HI, 968133280
- Plan Type: 401(k)
- Total Participants: 35
- Total Assets: $9.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 35 | $9.7M | $194,790 | $325,753 |
| 2024 | 28 | $8.9M | $224,762 | $379,693 |
| 2023 | 28 | $8.0M | $228,698 | $336,140 |
| 2022 | 26 | $6.8M | $212,897 | $277,007 |