# Oahu Publications, INC. 401(k) Plan
Source: https://planprovider.pro/companies/oahu-publications-inc-401k-plan

> Oahu Publications, INC.&#39;s 401(k) plan: 131 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/way-ray-shelton-and-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|—|—|

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