Plan Snapshot
- Plan Sponsor: The Maui Medical Group, INC.
- Sponsor EIN: 990176859
- Sponsor Address: 2180 MAIN STREET, WAILUKU, HI, 96793
- Plan Type: 401(k)
- Total Participants: 267
- Total Assets: $58.1M
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 | 267 | $58.1M | $755,628 | $1.8M |
| 2023 | 259 | $51.3M | $687,036 | $1.6M |
| 2022 | 267 | $45.2M | $653,796 | $1.6M |
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 | 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 | $68,066 | $59,499 | $8,567 | — | — |
| 2023 | $53,440 | $52,831 | — | — | — |
| 2022 | $21,968 | $21,033 | — | — | $935 |