Plan Snapshot
- Plan Sponsor: Oahu Publications, INC.
- Sponsor EIN: 990353529
- Sponsor Address: 500 ALA MOANA BLVD BLDG 2 STE 500 2, HONOLULU, HI, 96813
- Plan Type: 401(k)
- Total Participants: 131
- Total Assets: $30.4M
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 | 131 | $30.4M | $296,091 | $1.1M |
| 2023 | 156 | $28.5M | $305,396 | $1.1M |
| 2022 | 180 | $24.5M | $309,174 | $1.2M |
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 |
|---|---|---|---|---|
| N&K CPAS, INC | AUDITOR | $28,586 | — | $28,586 |
| WAY RAY SHELTON & CO PC | Auditor | $28,586 | — | $28,586 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $27,486 | — | $27,486 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $18,607 | — | $18,607 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WAY RAY SHELTON & CO PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $103,265
- Estimated Expense Ratio: 0.339% 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 | $74,679 | $27,486 | — | $28,586 | — |
| 2023 | $50,440 | $23,993 | — | $12,330 | — |
| 2022 | $33,967 | $23,072 | $10,895 | — | — |