Plan Snapshot
- Plan Sponsor: Love'S Bakery Holding Company, INC.
- Sponsor EIN: 862298964
- Sponsor Address: PO BOX 29757, HONOLULU, HI, 96820
- Plan Type: DB
- Total Participants: 0
- Total Assets: $9.9M
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 | 0 | $9.9M | $0 | $0 |
| 2023 | 0 | $9.5M | $20,000 | $0 |
| 2022 | 0 | $8.8M | $200,000 | $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 |
|---|---|---|---|---|
| FIRST HAWAIIAN BANK | TRUSTEE | $66,584 | — | $66,584 |
| NEITZEL, LUKE AND SALOPEK, INC. | AUDITOR | $10,500 | — | $10,500 |
| AON CONSULTING INC. | ACTUARY | $7,283 | — | $7,283 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NEITZEL, LUKE AND SALOPEK, INC. — AUDITOR
- AON CONSULTING INC. — ACTUARY
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $84,367
- Estimated Expense Ratio: 0.851% of plan assets
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 | $111,166 | $39,147 | — | $10,500 | — |
| 2023 | $94,348 | $35,781 | — | — | — |
| 2022 | $159,290 | $37,386 | — | — | $82,084 |