Plan Snapshot
- Plan Sponsor: Lili'Uokalani Trust
- Sponsor EIN: 990078890
- Sponsor Address: 1100 ALAKEA ST STE 1100, HONOLULU, HI, 968132845
- Plan Type: 401(k)
- Total Participants: 219
- Total Assets: $21.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2024 | 219 | $21.1M | $794,437 | $1.3M |
| 2023 | 182 | $19.9M | $684,734 | $1.1M |
| 2022 | 164 | $16.9M | $670,751 | $1.1M |
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 |
|---|---|---|---|---|
| KMH LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KMH 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 | $12,410 | — | $12,410 | — | — |
| 2023 | $10,556 | — | $10,556 | — | — |
| 2022 | $7,895 | — | $7,895 | — | — |