# Waialae Country Club 401(k) Plan
Source: https://planprovider.pro/companies/waialae-country-club-401k-plan

> Waialae Country Club's 401(k) plan: 133 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/aspire-financial-services) — Other Service Provider

- [KMH LLP](https://planprovider.pro/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|

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