Plan Snapshot
- Plan Sponsor: Board Of Trustees Of The Hawaii Glaziers Vacation&Holiday Trust Fu
- Sponsor EIN: 990154203
- Sponsor Address: C/O 1141 HARBORWAY PARKWAY,SUITE100, ALAMEDA, CA, 94502
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 195
- Total Assets: $795,558
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 | 195 | $795,558 | $34,582 | $0 |
| 2023 | 296 | $722,522 | $35,592 | $0 |
| 2022 | 304 | $741,548 | $36,549 | $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 ADMINSTRATORS INC. | Other Service Provider | $13,068 | — | $13,068 |
| MC GROUP HAWAII, INC. | Auditor | $10,995 | — | $10,995 |
| ZENITH AMERICAN SOLUTIONS | Other Service Provider | $6,040 | — | $6,040 |
| YOSHIDA & ASSOCIATES | Other Service Provider | $5,958 | — | $5,958 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $36,061
- Estimated Expense Ratio: 4.533% 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 | $36,387 | — | $19,112 | $11,010 | — |
| 2023 | $31,292 | — | $19,605 | $8,377 | — |
| 2022 | $30,257 | — | $19,602 | — | $9,351 |