Torkildson Katz, A Law Corporation DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Torkildson Katz, A Law Corporation
  • Sponsor EIN: 990155867
  • Sponsor Address: 700 BISHOP STREET, HONOLULU, HI, 96813
  • Plan Type: DC
  • Total Participants: 24
  • Total Assets: $34.1M

Key Plan Design Features

  • Auto-Enrollment: No
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202424$34.1M$730,463$84,371
202321$41.7M$339,896$237,842
202220$36.8M$403,357$123,255

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