Plan Snapshot
- Plan Sponsor: North Hawaii Community Hospital, INC.
- Sponsor EIN: 990260423
- Sponsor Address: 67 1125 MAMALAHOA HIGHWAY, KAMUELA, HI, 967438496
- Plan Type: 401(k)
- Total Participants: 401
- Total Assets: $39.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 401 | $39.1M | $794,916 | $2.7M |
| 2023 | 387 | $33.7M | $811,851 | $2.4M |
| 2022 | 387 | $27.5M | $632,776 | $2.3M |
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 |
|---|---|---|---|---|
| KKDLY LLC | Auditor | $17,173 | — | $17,173 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KKDLY LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,173
- Estimated Expense Ratio: 0.044% of plan assets
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 | $87,780 | $23,267 | — | $17,173 | — |
| 2023 | $58,880 | $21,301 | — | — | — |
| 2022 | $37,151 | $19,688 | — | — | — |