Plan Snapshot
- Plan Sponsor: Leonard T. Yu, M.D.
- Sponsor EIN: 990324699
- Sponsor Address: 239 EAST WAKEA AVE., KAHULUI, HI, 96732
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $1.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 3 | $1.6M | $17,435 | $35,300 |
| 2023 | 3 | $1.5M | $21,912 | $33,300 |
| 2022 | 3 | $2.0M | $13,987 | $29,400 |