Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Masons Vacation & Holiday Trust Fund
- Sponsor EIN: 990174790
- Sponsor Address: 560 NORTH NIMITZ HIGHWAY, SUITE 209, HONOLULU, HI, 96817
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 916
- Total Assets: $4.4M
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 | 916 | $4.4M | $7.1M | $0 |
| 2023 | 1,037 | $7.5M | $7.0M | $0 |
| 2022 | 1,212 | $7.3M | $7.1M | $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 | Other Service Provider | $138,239 | — | $138,239 |
| SINGERLEWAK, LLP | Auditor | $73,256 | — | $73,256 |
| YOSHIDA & ASSOCIATES | Other Service Provider | $22,038 | — | $22,038 |
| FIRST HAWAIIAN BANK | Other Service Provider | $17,221 | — | $17,221 |
| SEGAL SELECT INSURANCE SERVICES, IN | Other Service Provider | $7,153 | — | $7,153 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SINGERLEWAK, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $257,907
- Estimated Expense Ratio: 5.804% 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 | $274,911 | $17,221 | — | $73,256 | — |
| 2023 | $211,317 | $19,410 | — | $2,524 | — |
| 2022 | $263,565 | $16,806 | — | — | $62,892 |