Plan Snapshot
- Plan Sponsor: Servco Pacific INC.
- Sponsor EIN: 990057870
- Sponsor Address: 2850 PUKOLOA ST. SUITE 300, HONOLULU, HI, 96819
- Plan Type: 401(k)
- Total Participants: 1,190
- Total Assets: $227.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 1,190 | $227.9M | $3.1M | $9.5M |
| 2023 | 1,086 | $202.2M | $4.5M | $9.2M |
| 2022 | 1,092 | $176.9M | $4.6M | $8.7M |
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 |
|---|---|---|---|---|
| KKDLY LLC | Auditor | $19,895 | — | $19,895 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KKDLY LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,895
- Estimated Expense Ratio: 0.009% 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 | $133,966 | $49,262 | — | $19,895 | — |
| 2023 | $139,230 | $53,133 | — | $19,686 | — |
| 2022 | $127,566 | $54,328 | — | — | — |