Plan Snapshot
- Plan Sponsor: Pacific Transfer LLC
- Sponsor EIN: 800668703
- Sponsor Address: 664 KAKOI ST., HONOLULU, HI, 96819
- Plan Type: 401(k)
- Total Participants: 91
- Total Assets: $14.8M
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 | 91 | $14.8M | $150,000 | $507,109 |
| 2023 | 82 | $13.6M | $250,000 | $476,245 |
| 2022 | 80 | $11.7M | $500,000 | $467,165 |
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 |
|---|---|---|---|---|
| CW ASSOCIATES | Auditor | $5,235 | — | $5,235 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,235
- Estimated Expense Ratio: 0.035% 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 | $63,137 | $49,403 | — | $5,235 | — |
| 2023 | $65,917 | $36,651 | — | $12,774 | — |
| 2022 | $51,227 | — | — | — | $51,227 |