# Tony Hawaii, LLC 401(k) Plan
Source: https://planprovider.pro/companies/tony-hawaii-corp-401k-plan

> Tony Hawaii, LLC's 401(k) plan: 474 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|

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