Stephen E Clason DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Stephen E Clason
  • Sponsor EIN: 990226577
  • Sponsor Address: 615 PIIKOI STREET SUITE 1802, HONOLULU, HI, 968143140
  • Plan Type: DC
  • Total Participants: 3
  • Total Assets: $9.2M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20243$9.2M-$4,175$0
20232$7.9M$25,274$0
20222$6.5M$31,144$0

Similar Plans