Macdonald Rudy O'Neill & Yamauchi, Lllp 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Macdonald Rudy O'Neill & Yamauchi, Lllp
  • Sponsor EIN: 990333877
  • Sponsor Address: 1001 BISHOP STREET, SUITE 2800, HONOLULU, HI, 96813
  • Plan Type: 401(k)
  • Total Participants: 13
  • Total Assets: $11.0M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202413$11.0M$152,744$108,038
202312$10.4M$201,226$103,300
202211$8.8M$166,226$95,692

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