# Board Of Trustees Of Hawaii Tapers' Annuity Trust Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-hawaii-tapers-annuity-trust-fund-plan

> Board Of Trustees Of Hawaii Tapers' Annuity Trust Fund's DC plan: 316 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Hawaii Tapers' Annuity Trust Fund

- **Sponsor EIN:** 990209408

- **Sponsor Address:** 560 NORTH NIMITZ HIGHWAY, SUITE 209, HONOLULU, HI, 96814

- **Plan Type:** DC

- **Total Participants:** 316

- **Total Assets:** $49.6M

## 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|316|$49.6M|$0|$0|

| 2023|386|$43.7M|$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|

| SINGERLEWAK LLP|Auditor|$29,058|—|$29,058|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SINGERLEWAK LLP](https://planprovider.pro/provider/singerlewak-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $29,058

- **Estimated Expense Ratio:** 0.059% 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|$209,289|$66,677|$53,403|$29,058|—|

| 2023|$228,642|$75,983|$53,403|—|$65,457|

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