Kcphi Services, LLC DBA Makai HR 401(k) match, vesting and fees
What Kcphi Services, LLC DBA Makai HR's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Transamerica Financial Life Ins Co | Schedule C ↗ |
| Independent auditor | Verity Accountancy Corporation (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2023 medians for 9,186 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Kcphi Services, LLC DBA Makai HR: employer contribution per participant | $1,832 | |
| Peer median | $2,394 |
| Kcphi Services, LLC DBA Makai HR: average balance | $29,221 | |
| Peer median | $65,916 |
| Kcphi Services, LLC DBA Makai HR: admin expenses ÷ assets | 0.75% | |
| Peer median | 0.26% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $15.3M at the end of plan year 2021 to $13.4M at the end of plan year 2023.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2023 | 889 | $13.4M | $837K | $1,832 | 0.75% | Not published | Form 5500 ↗ |
| 2022 | 650 | $10.2M | $544K | $1,649 | 0.62% | Not published | Form 5500 ↗ |
| 2021 | 617 | $15.3M | $699K | $1,992 | 1.05% | Not published | Form 5500 ↗ |
Common questions
Does Kcphi Services, LLC DBA Makai HR match 401(k) contributions?
The match terms for the Makai HR Retirement Plan have not been published from its filing yet. The plan year 2023 filing reports $837K in employer contributions, about $1,832 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Kcphi Services, LLC DBA Makai HR 401(k) match vested?
The vesting schedule for the Makai HR Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Kcphi Services, LLC DBA Makai HR 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Transamerica Financial Life Ins Co. The plan administrator is Kcphi Services, LLC DBA Makai HR.
I left Kcphi Services, LLC DBA Makai HR. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Kcphi Services, LLC DBA Makai HR, (808) 451-0000) or the recordkeeper, Transamerica Financial Life Ins Co. The Kcphi Services, LLC DBA Makai HR old 401(k) page lists the contacts from every plan filing. Find an old Kcphi Services, LLC DBA Makai HR 401(k)
Data from the public Form 5500 annual reports Kcphi Services, LLC DBA Makai HR filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Kcphi Services, LLC DBA Makai HR. Not financial advice. Report a correction · Methodology