Plan Snapshot
- Plan Sponsor: Ohana Pacific Management Co., INC.
- Sponsor EIN: 990353868
- Sponsor Address: 45-181 WAIKALUA ROAD, KANEOHE, HI, 967442765
- Plan Type: 401(k)
- Total Participants: 586
- Total Assets: $11.5M
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 | 586 | $11.5M | $382 | $781,515 |
| 2023 | 546 | $9.5M | $0 | $618,255 |
| 2022 | 513 | $7.8M | $0 | $613,381 |
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 | $31,025 | $26,027 | $1,350 | — | — |
| 2023 | $32,037 | $27,897 | $1,950 | — | — |
| 2022 | $28,844 | $24,443 | — | — | $2,101 |