Plan Snapshot
- Plan Sponsor: Board Of Trustee Of Carpet, Linoleum And Soft Tile Local 1926
- Sponsor EIN: 990180872
- Sponsor Address: 560 NORTH NIMITZ HIGHWAY, SUITE 209, HONOLULU, HI, 96817
- Plan Type: 403(b)
- Total Participants: 187
- Total Assets: $15.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 187 | $15.6M | $1.4M | $0 |
| 2023 | 173 | $13.4M | $1.3M | $0 |
| 2022 | 169 | $11.7M | $1.2M | $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 |
|---|---|---|---|---|
| BENEFIT & RISK MANAGEMENT SERVICES | ADMINISTRATOR | $61,689 | — | $61,689 |
| HGK | INVESTMENT MANAGEMENT | $44,000 | — | $44,000 |
| MC GROUP HAWAII, INC. | AUDITOR | $15,916 | — | $15,916 |
| SEGAL CONSULTING | CONSULTANT | $11,292 | — | $11,292 |
| CKW FINANCIAL | INVESTMENT MANAGEMENT | $9,550 | — | $9,550 |
| YAMAMOTO CALIBOSO HETHERINGTON | LEGAL | $8,760 | — | $8,760 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MC GROUP HAWAII, INC. — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $151,207
- Estimated Expense Ratio: 0.971% 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 | $175,813 | $66,891 | $64,660 | $15,916 | — |
| 2023 | $207,050 | $83,619 | $64,078 | $15,288 | — |
| 2022 | $480,598 | $276,920 | $56,645 | — | $118,608 |