Maui Economic Opportunity 401(k) match, vesting and fees
What Maui Economic Opportunity'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 | Equitable Life Insurance Co. | Schedule C ↗ |
| Independent auditor | Cw Associates, Cpas (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.
| Maui Economic Opportunity: employer contribution per participant | $1,699 | |
| Peer median | $1,803 |
| Maui Economic Opportunity: average balance | $32,384 | |
| Peer median | $48,934 |
| Maui Economic Opportunity: admin expenses ÷ assets | 0.93% | |
| Peer median | 0.31% |
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 $5.6M at the end of plan year 2021 to $5.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 185 | $5.8M | $306K | $1,699 | 0.93% | Not published | Form 5500 ↗ |
| 2023 | 176 | $5.5M | $274K | $1,593 | 0.88% | Not published | Form 5500 ↗ |
| 2022 | 176 | $5.1M | $285K | $1,676 | 0.82% | Not published | Form 5500 ↗ |
| 2021 | 195 | $5.6M | $301K | $1,568 | 0.93% | Not published | Form 5500 ↗ |
Common questions
Does Maui Economic Opportunity match 401(k) contributions?
The match terms for the Maui Economic Opportunity Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $306K in employer contributions, about $1,699 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Maui Economic Opportunity 401(k) match vested?
The vesting schedule for the Maui Economic Opportunity Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Maui Economic Opportunity 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Equitable Life Insurance Co.. The plan administrator is Maui Economic Opportunity Inc.
I left Maui Economic Opportunity. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Maui Economic Opportunity Inc, (808) 249-2980) or the recordkeeper, Equitable Life Insurance Co.. The Maui Economic Opportunity old 401(k) page lists the contacts from every plan filing. Find an old Maui Economic Opportunity 401(k)
Data from the public Form 5500 annual reports Maui Economic Opportunity filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) 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 Maui Economic Opportunity. Not financial advice. Report a correction · Methodology