Plan Snapshot
- Plan Sponsor: Partners In Development Foundation
- Sponsor EIN: 943271325
- Sponsor Address: HR DEPARTMENT, HONOLULU, HI, 968173962
- Plan Type: 401(k)
- Total Participants: 232
- Total Assets: $13.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 232 | $13.5M | $351,316 | $682,742 |
| 2023 | 194 | $11.5M | $327,805 | $667,505 |
| 2022 | 191 | $10.0M | $344,308 | $712,257 |
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, CPAS | Auditor | — | — | $0 |
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 | $2,498 | — | — | — | — |
| 2023 | $1,588 | — | — | — | — |
| 2022 | $2,308 | — | — | — | — |