Plan Snapshot
- Plan Sponsor: Pacific Guardian Life Insurance Company, Ltd.
- Sponsor EIN: 990108050
- Sponsor Address: 1440 KAPIOLANI BLVD., SUITE 1700, HONOLULU, HI, 968143698
- Plan Type: DB
- Total Participants: 26
- Total Assets: $21.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 26 | $21.5M | $0 | $0 |
| 2023 | 32 | $22.0M | $0 | $0 |
| 2022 | 36 | $21.1M | $0 | $0 |
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 |
|---|---|---|---|---|
| FIRST HAWAIIAN BANK | NONE | $106,533 | — | $106,533 |
| MC GROUP HAWAII, INC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MC GROUP HAWAII, INC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $106,533
- Estimated Expense Ratio: 0.494% 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 | $106,533 | $61,240 | — | — | — |
| 2023 | $103,357 | $59,284 | — | — | — |
| 2022 | $111,474 | $64,602 | — | — | $46,872 |