Plan Snapshot
- Plan Sponsor: Bishop Museum
- Sponsor EIN: 990161980
- Sponsor Address: 1525 BERNICE STREET, HONOLULU, HI, 96817
- Plan Type: DB
- Total Participants: 37
- Total Assets: $9.8M
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 | 37 | $9.8M | $376,593 | $0 |
| 2023 | 38 | $9.4M | $0 | $0 |
| 2022 | 43 | $8.9M | $203,000 | $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 |
|---|---|---|---|---|
| AON CONSULTING | Actuary | $64,890 | — | $64,890 |
| BANK OF HAWAII | Custodian / Trustee | $20,842 | — | $20,842 |
| MORGAN STANLEY SMITH BARNEY LLC | Investment Advisor | $17,726 | — | $17,726 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AON CONSULTING — Actuary
- MORGAN STANLEY SMITH BARNEY LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $103,458
- Estimated Expense Ratio: 1.060% 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 | $162,488 | $17,726 | — | — | — |
| 2023 | $219,776 | $22,527 | — | — | — |
| 2022 | $199,315 | $24,875 | — | — | $91,672 |