# The Maui Medical Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-maui-medical-group-inc-401k-plan

> The Maui Medical Group, INC.'s 401(k) plan: 267 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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