Plan Snapshot
- Plan Sponsor: Bank Of Hawaii
- Sponsor EIN: 990033900
- Sponsor Address: 130 MERCHANT ST, HONOLULU, HI, 968134405
- Plan Type: DB
- Total Participants: 188
- Total Assets: $74.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 188 | $74.7M | $0 | $0 |
| 2023 | 212 | $78.3M | $0 | $0 |
| 2022 | 233 | $79.3M | $0 | $0 |
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 |
|---|---|---|---|---|
| MERCER(US)LLC | Other Service Provider | $280,754 | — | $280,754 |
| MERCER INVESTMENTS LLC | Other Service Provider | $127,365 | — | $127,365 |
| CARLSMITH BALL, LLP | Other Service Provider | $37,121 | — | $37,121 |
| BUCK GLOBAL LLC | Other Service Provider | $21,343 | — | $21,343 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $466,583
- Estimated Expense Ratio: 0.625% 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 | $572,532 | $148,708 | — | — | — |
| 2023 | $479,260 | — | $40,650 | — | — |
| 2022 | $423,236 | — | $25,533 | — | $65,159 |