# Hawaii Dental Service DB Plan
Source: https://planprovider.pro/companies/hawaii-dental-service-plan-001

> Hawaii Dental Service&#39;s DB plan: 113 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hawaii Dental Service

- **Sponsor EIN:** 990107971

- **Sponsor Address:** 900 FORT STREET MALL, SUITE 1900, HONOLULU, HI, 96813

- **Plan Type:** DB

- **Total Participants:** 113

- **Total Assets:** $40.9M

## 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|113|$40.9M|$3.3M|$0|

| 2023|114|$42.4M|$1.0M|$0|

| 2022|103|$37.0M|$1.5M|$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|

| RAYMOND JAMES & ASSOCIATES|NONE|$45,285|—|$45,285|

| MATRIX TRUST COMPANY|NONE|$18,302|—|$18,302|

| ACCUITY LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RAYMOND JAMES & ASSOCIATES](https://planprovider.pro/provider/john-hancock) — NONE

- [MATRIX TRUST COMPANY](https://planprovider.pro/provider/aspire-financial-services) — NONE

- [ACCUITY LLP](https://planprovider.pro/provider/accuity-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $63,587

- **Estimated Expense Ratio:** 0.155% 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|$94,897|$45,285|—|—|—|

| 2023|$83,680|$38,554|—|—|—|

| 2022|$82,666|$39,176|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/hawaii-dental-service-plan-001)

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