# Maui Economic Opportunity INC 401(k) Plan
Source: https://planprovider.pro/companies/maui-economic-opportunity-inc-plan-002

> Maui Economic Opportunity INC's 401(k) plan: 151 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Maui Economic Opportunity INC

- **Sponsor EIN:** 996009889

- **Sponsor Address:** 99 MAHALANI STREET, WAILUKU, HI, 96793

- **Plan Type:** 401(k)

- **Total Participants:** 151

- **Total Assets:** $5.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|151|$5.8M|$305,749|$460,364|

| 2023|148|$5.5M|$274,012|$411,220|

| 2022|147|$5.1M|$284,896|$375,539|

## 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, CPAS|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|$52,782|—|$52,782|—|—|

| 2023|$46,843|—|—|—|—|

| 2022|$43,767|—|$43,767|—|—|

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