Plan Snapshot
- Plan Sponsor: Puna Plantation Hawaii, Ltd.
- Sponsor EIN: 990064910
- Sponsor Address: 50 E. PUAINAKO STREET, HILO, HI, 96720
- Plan Type: 401(k)
- Total Participants: 518
- Total Assets: $35.4M
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 | 518 | $35.4M | $0 | $730,412 |
| 2023 | 504 | $32.8M | $0 | $695,151 |
| 2022 | 513 | $30.1M | $295,739 | $682,097 |
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 | $156,749 | — | $152,449 | — | — |
| 2023 | $151,536 | — | $151,536 | — | — |
| 2022 | $167,197 | — | $167,197 | — | — |