Plan Snapshot
- Plan Sponsor: Waikiki Health
- Sponsor EIN: 990159253
- Sponsor Address: 1600 KAPIOLANI BLVD STE. 1401, HONOLULU, HI, 96814
- Plan Type: 401(k)
- Total Participants: 199
- Total Assets: $12.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 199 | $12.8M | $504,715 | $854,111 |
| 2023 | 201 | $10.6M | $458,133 | $721,204 |
| 2022 | 205 | $8.7M | $446,170 | $616,242 |
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 |
|---|---|---|---|---|
| N&K CPAS, INC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- N&K CPAS, INC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $2,199 | — | — | — | — |
| 2023 | $1,040 | — | — | — | — |
| 2022 | $1,481 | — | — | — | — |