Plan Snapshot
- Plan Sponsor: Taco Aloha, INC.
- Sponsor EIN: 990171500
- Sponsor Address: 828 FORT STREET MALL, SUITE 130, HONOLULU, HI, 96813
- Plan Type: 401(k)
- Total Participants: 804
- Total Assets: $14.4M
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. |
|---|---|---|---|---|
| 2024 | 804 | $14.4M | $53,535 | $927,486 |
| 2023 | 791 | $13.4M | $52,578 | $914,352 |
| 2022 | 803 | $12.1M | $55,102 | $930,507 |
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 |
|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | RECORDKEEPER | $26,526 | — | $26,526 |
| LEAFHOUSE FINANCIAL ADVISORS LLC | ADVISOR | $7,722 | — | $7,722 |
| CW ASSOCIATES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA LIFE INSURANCE COMPANY — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,248
- Estimated Expense Ratio: 0.238% 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 | $34,248 | $7,722 | — | — | — |
| 2023 | $32,548 | $5,972 | — | — | — |
| 2022 | $29,425 | $6,007 | — | — | — |