Shidler Investment Company 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Shidler Investment Company
  • Sponsor EIN: 454956394
  • Sponsor Address: 500 ALA MOANA BLVD, HONOLULU, HI, 96813
  • Plan Type: 401(k)
  • Total Participants: 7
  • Total Assets: $4.1M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20247$4.1M$40,576$103,993
202310$4.7M$63,963$166,626
202214$4.9M$86,692$212,275

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