Plan Snapshot
- Plan Sponsor: Ohana Growth Partners, LLC
- Sponsor EIN: 611745745
- Sponsor Address: 212 W PADONIA ROAD, TIMONIUM, MD, 21093
- Plan Type: 401(k)
- Total Participants: 938
- Total Assets: $4.1M
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. |
|---|---|---|---|---|
| 2023 | 938 | $4.1M | $323,226 | $524,855 |
| 2022 | 889 | $3.1M | $0 | $538,664 |
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 |
|---|---|---|---|---|
| FITZPATRICK, LEARY & SZARKO, LLC | 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 |
|---|---|---|---|---|---|
| 2023 | $41,662 | $11,651 | — | — | — |
| 2022 | $33,405 | $9,259 | $24,146 | — | — |