Plan Snapshot
- Plan Sponsor: National Mortgage & Finance Co Ltd
- Sponsor EIN: 990049850
- Sponsor Address: P.O. BOX 38078, HONOLULU, HI, 968371078
- Plan Type: 401(k)
- Total Participants: 88
- Total Assets: $14.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 88 | $14.5M | $560,505 | $594,428 |
| 2023 | 101 | $13.1M | $570,417 | $601,634 |
| 2022 | 102 | $11.1M | $507,726 | $569,741 |
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 | $34,383 | — | — | — | — |
| 2023 | $31,852 | — | — | — | — |
| 2022 | $38,332 | — | — | — | — |