# Carpet, Linoleum & Soft Tile Local Uion 1926 Vacation And Holiday Pla Health & Welfare Plan
Source: https://planprovider.pro/companies/carpet-linoleum-soft-tile-local-uion-1926-vacation-and-holiday-pla-237116871-501

> Carpet, Linoleum & Soft Tile Local Uion 1926 Vacation And Holiday Pla's Health & Welfare plan: 266 participants, plan year 2024 financials, providers, and be…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

## Similar Plans

- [Carpet Linoleum And Soft Tile Local Union 1926 Health And Welfar](https://planprovider.pro/companies/carpet-linoleum-and-soft-tile-local-union-1926-health-and-welfar-237116870-501) — 188 participants

- [Board Of Trustee Of Carpet, Linoleum And Soft Tile Local 1926](https://planprovider.pro/companies/board-of-trustee-of-carpet-linoleum-and-soft-tile-local-1926-403b-plan) — 187 participants

- [Gateside, INC.](https://planprovider.pro/companies/gateside-inc-plan) — 31 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/carpet-linoleum-soft-tile-local-uion-1926-vacation-and-holiday-pla-237116871-501)

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