Plan Snapshot
- Plan Sponsor: Mancini, Welch & Geiger LLP
- Sponsor EIN: 990317553
- Sponsor Address: 305 E WAKEA AVENUE SUITE 200, KAHULUI, HI, 967322417
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $7.6M
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 | 9 | $7.6M | $196,742 | $150,492 |
| 2023 | 10 | $6.9M | $178,039 | $164,756 |
| 2022 | 9 | $6.2M | $160,080 | $143,130 |