Plan Snapshot
- Plan Sponsor: Tbb Holdings, INC.
- Sponsor EIN: 831283565
- Sponsor Address: PO BOX 235901, HONOLULU, HI, 96822
- Plan Type: DC
- Total Participants: 74
- Total Assets: $4.4M
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 | 74 | $4.4M | $513,690 | $0 |
| 2023 | 74 | $4.6M | $471,636 | $0 |
| 2022 | 73 | $4.9M | $460,919 | $0 |
| 2020 | 70 | $180,847 | $0 | $0 |
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 | $316,220 | — | — | — | — |
| 2023 | $279,851 | — | $25 | — | — |
| 2022 | — | — | — | — | — |
| 2020 | — | — | — | — | — |