Plan Snapshot
- Plan Sponsor: NA Hoku, INC.
- Sponsor EIN: 990081236
- Sponsor Address: 3049 UALENA STREET, 12TH FLOOR, HONOLULU, HI, 968191942
- Plan Type: 401(k)
- Total Participants: 384
- Total Assets: $31.4M
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 | 384 | $31.4M | $774,051 | $1.6M |
| 2023 | 347 | $28.8M | $701,291 | $1.5M |
| 2022 | 358 | $24.3M | $738,247 | $1.4M |
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 |
|---|---|---|---|---|
| KMH LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KMH LLP — Auditor
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 | $14,888 | $7,648 | — | — | — |
| 2023 | $21,018 | $8,836 | — | — | — |
| 2022 | $23,640 | $12,337 | — | — | — |