Plan Snapshot
- Plan Sponsor: Waialae Country Club
- Sponsor EIN: 990057829
- Sponsor Address: 4997 KAHALA AVENUE, HONOLULU, HI, 968165471
- Plan Type: 401(k)
- Total Participants: 133
- Total Assets: $11.4M
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 | 133 | $11.4M | $311,431 | $494,122 |
| 2023 | 123 | $9.8M | $252,738 | $401,748 |
| 2022 | 120 | $9.0M | $222,514 | $415,346 |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | Other Service Provider | $26,560 | — | $26,560 |
| KMH LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC — Other Service Provider
- KMH LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,560
- Estimated Expense Ratio: 0.233% 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 | $26,796 | $26,560 | — | — | — |
| 2023 | $23,257 | $23,153 | — | — | — |
| 2022 | $23,083 | $22,605 | — | — | $300 |