# Board Of Trustees Of Hawaii Tapers Vacation Trust Fund 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-hawaii-tapers-vacation-trust-fund-320421626-501

> Board Of Trustees Of Hawaii Tapers Vacation Trust Fund's 401(k) plan: 452 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 Vacation Trust Fund

- **Sponsor EIN:** 320421626

- **Sponsor Address:** 560 N NIMITZ HWY, SUITE 209, HONOLULU, HI, 96817

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 452

- **Total Assets:** $1.6M

## 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|452|$1.6M|$2.5M|$0|

| 2023|457|$1.5M|$2.2M|$0|

| 2022|464|$1.5M|$2.3M|$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|

| GROUP PLAN ADMINISTRATORS|Other Service Provider|$28,512|—|$28,512|

| BENEFIT RISK MANAGEMENT SERVICES|Other Service Provider|$9,503|—|$9,503|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $38,015

- **Estimated Expense Ratio:** 2.377% 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|$41,734|—|$33,065|—|—|

| 2023|$49,037|—|$31,416|$9,162|—|

| 2022|$47,477|—|$31,416|—|$14,983|

## Similar Plans

- [Board Of Trustees Of Hawaii Iron Workers Pension Trust Fund](https://planprovider.pro/companies/board-of-trustees-of-hawaii-iron-workers-pension-trust-fund-996025105-001) — 649 participants

- [Board Of Trustees Of Hawaii Iron Workers' Annuity Trust Fund](https://planprovider.pro/companies/board-of-trustees-of-hawaii-iron-workers-annuity-trust-fund-plan) — 626 participants

- [Painting Industry Of Hawaii Health And Welfare Trust](https://planprovider.pro/companies/painting-industry-of-hawaii-health-and-welfare-trust-996007611-501) — 571 participants

- [Board Of The Trustees Of The Painting Industry Of Hawaii Annuity Trust](https://planprovider.pro/companies/board-of-the-trustees-of-the-painting-industry-of-hawaii-annuity-trust-plan) — 553 participants

- [Board Of Trustees - Hawaii Tapers Retiree Health Reimbursement Fund](https://planprovider.pro/companies/board-of-trustees-hawaii-tapers-retiree-health-reimbursement-fund-813361137-501) — 371 participants

- [Bot Roofers Local 221 Pension Trust Fund](https://planprovider.pro/companies/bot-roofers-local-221-pension-trust-fund-plan) — 338 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-hawaii-tapers-vacation-trust-fund-320421626-501)

© 2026 PlanProvider.Pro