Plan Snapshot
- Plan Sponsor: Outrigger Hotels Hawaii
- Sponsor EIN: 990241640
- Sponsor Address: 2375 KUHIO AVENUE, HONOLULU, HI, 96815
- Plan Type: 401(k)
- Total Participants: 1,577
- Total Assets: $162.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,577 | $162.7M | $2.7M | $8.2M |
| 2023 | 1,591 | $147.8M | $2.1M | $6.9M |
| 2022 | 1,265 | $129.0M | $1.8M | $6.1M |
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 |
|---|---|---|---|---|
| ACCUITY LLP | Auditor | $25,131 | — | $25,131 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ACCUITY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,131
- Estimated Expense Ratio: 0.015% 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 | $428,336 | $82,000 | — | $25,131 | — |
| 2023 | $420,108 | $102,500 | — | $23,665 | — |
| 2022 | $322,676 | $59,000 | — | — | $28,940 |