Plan Snapshot
- Plan Sponsor: Tony Hawaii, LLC
- Sponsor EIN: 990223623
- Sponsor Address: 94 1299 KA UKA BOULEVARD, WAIPAHU, HI, 96797
- Plan Type: 401(k)
- Total Participants: 474
- Total Assets: $37.4M
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 | 474 | $37.4M | $51,907 | $2.5M |
| 2023 | 408 | $32.3M | $66,032 | $2.5M |
| 2022 | 405 | $25.7M | $52,477 | $2.5M |
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 | $9,005 | — | $9,005 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,005
- Estimated Expense Ratio: 0.024% 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 | $109,322 | $10,927 | — | $9,005 | — |
| 2023 | $102,349 | $11,328 | — | $5,235 | — |
| 2022 | $64,397 | $17,278 | — | — | — |