Plan Snapshot
- Plan Sponsor: Board Of Trustees Of The Ilwu (Hawaii) Employers General Pension Trust
- Sponsor EIN: 996027623
- Sponsor Address: 1440 KAPIOLANI BOULEVARD, SUITE 800, HONOLULU, HI, 968143613
- Plan Type: DB
- Total Participants: 1,972
- Total Assets: $90.7M
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 | 1,972 | $90.7M | $2.8M | $0 |
| 2023 | 1,434 | $85.6M | $2.9M | $0 |
| 2022 | 1,502 | $76.4M | $2.9M | $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 |
|---|---|---|---|---|
| EARNEST PARTNERS | Other Service Provider | $158,976 | $1,044 | $160,020 |
| PACIFIC ADMINISTRATORS, INC. | Other Service Provider | $147,633 | — | $147,633 |
| FIRST HAWAIIAN BANK | Other Service Provider | $73,165 | $2,161 | $75,326 |
| HONOLULU ACTUARIAL CONSULTANTS | Other Service Provider | $70,157 | — | $70,157 |
| VICTORY CAPITAL MANAGEMENT | Investment Advisor | $58,469 | $2,584 | $61,053 |
| YOUSIF CAPITAL MANAGEMENT | Other Service Provider | $52,607 | — | $52,607 |
| GYL FINANCIAL SYNERGIES,LLC | Other Service Provider | $51,500 | — | $51,500 |
| ALTA CAPITAL MANAGEMENT | Other Service Provider | $33,477 | — | $33,477 |
| SINGERLEWAK, LLP | Auditor | $30,199 | — | $30,199 |
| AMERICAN CENTURY INVESTEMENT MGMT | Other Service Provider | $25,363 | — | $25,363 |
| YEE & KAWASHIMA LLLP | ERISA Attorney | $8,381 | — | $8,381 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VICTORY CAPITAL MANAGEMENT — Investment Advisor
- SINGERLEWAK, LLP — Auditor
- YEE & KAWASHIMA LLLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $715,716
- Estimated Expense Ratio: 0.789% 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 | $916,577 | $380,392 | $147,633 | $30,199 | — |
| 2023 | $941,412 | $413,049 | $141,396 | $29,319 | — |
| 2022 | $941,948 | $440,114 | $136,724 | — | $168,682 |