# Okimoto Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/okimoto-holdings-inc-822963975-001

> Okimoto Holdings, INC.'s 401(k) plan: 135 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Okimoto Holdings, INC.

- **Sponsor EIN:** 822963975

- **Sponsor Address:** 85-863 FARRINGTON HIGHWAY, WAIANAE, HI, 96792

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 135

- **Total Assets:** $12.3M

## 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.|

| 2025|135|$12.3M|$0|$0|

| 2024|130|$10.2M|$685,342|$437,772|

| 2023|127|$8.6M|$731,380|$415,843|

| 2022|118|$6.8M|$689,901|$380,210|

## 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|

| MISSION FINANCIAL GROUP LLC|Other Service Provider|$54,161|—|$54,161|

| QUALIFIED PLAN SERVICES|Recordkeeper|$9,774|—|$9,774|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $63,935

- **Estimated Expense Ratio:** 0.518% 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|

| 2025|$692,010|$56,328|$9,774|—|—|

| 2024|$794,103|—|—|—|—|

| 2023|$574,411|—|—|—|—|

| 2022|$152,289|—|—|—|—|

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