Plan Snapshot
- Plan Sponsor: Maui Oil Company, INC.
- Sponsor EIN: 990209893
- Sponsor Address: 16 HOBRON AVENUE, KAHULUI, HI, 96732
- Plan Type: 401(k)
- Total Participants: 118
- Total Assets: $16.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 118 | $16.1M | $612,747 | $670,270 |
| 2023 | 116 | $15.4M | $558,806 | $620,384 |
| 2022 | 117 | $12.8M | $503,528 | $551,020 |
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, CPA'S | 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 | $44,945 | — | — | — | — |
| 2023 | $30,550 | — | — | — | — |
| 2022 | $42,125 | — | $42,125 | — | — |