Plan Snapshot
- Plan Sponsor: Oahu Waste Services, INC
- Sponsor EIN: 061684174
- Sponsor Address: 1169 MIKOLE STREET, HONOLULU, HI, 96819
- Plan Type: 401(k)
- Total Participants: 260
- Total Assets: $17.9M
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 | 260 | $17.9M | $374,503 | $680,689 |
| 2023 | 245 | $16.4M | $319,514 | $700,135 |
| 2022 | 250 | $14.0M | $319,309 | $629,424 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $41,854 | — | $41,854 |
| CW ASSOCIATES, CPA'S | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $41,854
- Estimated Expense Ratio: 0.234% 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 | $41,854 | — | — | — | — |
| 2023 | $36,622 | — | — | — | — |
| 2022 | $38,228 | — | $38,228 | — | — |