# Board Of Trustee Of Carpet, Linoleum And Soft Tile Local 1926 403(b) Plan
Source: https://planprovider.pro/companies/board-of-trustee-of-carpet-linoleum-and-soft-tile-local-1926-403b-plan

> Board Of Trustee Of Carpet, Linoleum And Soft Tile Local 1926's 403(b) plan: 187 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/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|

## Similar Plans

- [Gateside, INC.](https://planprovider.pro/companies/gateside-inc-plan) — 31 participants

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