Plan Snapshot
- Plan Sponsor: Board Of Trustee Of The Hawaii Glaziers Health&Welfare Trust Fund
- Sponsor EIN: 996017331
- Sponsor Address: 1141 HARBOR BAY PARKWAY STE100, ALAMEDA, CA, 94502
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 193
- Total Assets: $6.2M
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 | 193 | $6.2M | $3.4M | $0 |
| 2023 | 206 | $5.4M | $3.4M | $14,815 |
| 2022 | 221 | $4.7M | $3.5M | $17,871 |
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 |
|---|---|---|---|---|
| GROUP PLAN ADMINISTRATORS, INC. | Other Service Provider | $88,392 | — | $88,392 |
| THE SEGAL COMPANY | Recordkeeper | $39,675 | — | $39,675 |
| YOSHIDA & ASSOCIATES | Other Service Provider | $18,011 | — | $18,011 |
| MC GROUP HAWAII, INC. | Auditor | $13,104 | — | $13,104 |
| FIRST HAWAIIAN BANK | Other Service Provider | $5,305 | — | $5,305 |
| BANK OF HAWAII | Other Service Provider | $5,000 | — | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE SEGAL COMPANY — Recordkeeper
- 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: $169,487
- Estimated Expense Ratio: 2.738% 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 | $176,113 | $15,210 | $80,185 | $13,104 | — |
| 2023 | $125,537 | $21,661 | $78,777 | $10,471 | — |
| 2022 | $126,363 | $18,437 | $77,102 | — | $24,004 |