Plan Snapshot
- Plan Sponsor: Maui Divers Of Hawaii, Ltd.
- Sponsor EIN: 990198534
- Sponsor Address: 1520 LIONA STREET, HONOLULU, HI, 968142444
- Plan Type: 401(k)
- Total Participants: 158
- Total Assets: $14.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 158 | $14.9M | $268,718 | $677,182 |
| 2023 | 147 | $14.6M | $250,167 | $658,516 |
| 2022 | 187 | $13.4M | $0 | $398,385 |
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 |
|---|---|---|---|---|
| CW ASSOCIATES | Auditor | — | — | $0 |
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 | $2,684 | — | — | — | — |
| 2023 | $2,650 | — | — | — | — |
| 2022 | $5,315 | — | $5,315 | — | — |