Plan Snapshot
- Plan Sponsor: Carpet, Linoleum & Soft Tile Local Uion 1926 Vacation And Holiday Pla
- Sponsor EIN: 237116871
- Sponsor Address: 560 NORTH NIMITZ HIGHWAY, SUITE 209, HONOLULU, HI, 96817
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 266
- Total Assets: $871,446
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 | 266 | $871,446 | $27,615 | $0 |
| 2023 | 315 | $1.1M | $1,798 | $0 |
| 2022 | 326 | $914,420 | $861 | $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 | $44,544 | — | $44,544 |
| MC GROUP HAWAII INC | Auditor | $8,586 | — | $8,586 |
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: $53,130
- Estimated Expense Ratio: 6.097% 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 | $56,582 | $2,160 | $44,544 | $8,586 | — |
| 2023 | $63,509 | $1,000 | $44,632 | $15,075 | — |
| 2022 | $68,604 | $1,500 | $44,957 | — | $21,132 |