# Hawaii Laborers&#39; Pension Trust Fund DB Plan
Source: https://planprovider.pro/companies/hawaii-laborers-pension-trust-fund-996025107-001

> Hawaii Laborers&#39; Pension Trust Fund&#39;s DB plan: 2,457 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hawaii Laborers' Pension Trust Fund

- **Sponsor EIN:** 996025107

- **Sponsor Address:** 1440 KAPIOLANI BLVD STE 800, HONOLULU, HI, 968143612

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 2,457

- **Total Assets:** $426.2M

## 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|2,457|$426.2M|$19.3M|$0|

| 2023|2,381|$392.4M|$17.2M|$0|

| 2022|2,310|$346.4M|$16.3M|$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|

| PACIFIC ADMINSTRATORS INC|Other Service Provider|$1,089,516|—|$1,089,516|

| RAYMOND JAMES|Other Service Provider|$267,019|—|$267,019|

| CENTRAL PACIFIC BANK|Other Service Provider|$197,356|—|$197,356|

| VICTORY CAPITAL MANAGEMENT|Investment Advisor|$161,147|$7,926|$169,073|

| FOCUS INVESTMENT ADVISORS|Other Service Provider|$117,191|—|$117,191|

| FIRST HAWAIIAN BANK|Other Service Provider|$106,036|—|$106,036|

| HONOLULU ACTUARIAL CONSULTANTS|Other Service Provider|$94,555|—|$94,555|

| WASHINGTON CAPITAL MANAGEMENT|Other Service Provider|$81,599|—|$81,599|

| YOSHIDA & ASSOCIATES|Other Service Provider|$60,851|—|$60,851|

| EIDE BAILLY LLP|Auditor|$58,163|—|$58,163|

| WEINBERG, ROGER & ROSENFELD|Other Service Provider|$32,346|—|$32,346|

| STEPHEN HORN|Investment Advisor|—|$13,415|$13,415|

### Verified Provider Profiles

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

- [VICTORY CAPITAL MANAGEMENT](https://planprovider.pro/provider/victory-capital-management-inc) — Investment Advisor

- [EIDE BAILLY LLP](https://planprovider.pro/provider/eide-bailly-llp) — Auditor

- [STEPHEN HORN](https://planprovider.pro/provider/raymond-james-financial-inc) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,287,120

- **Estimated Expense Ratio:** 0.537% 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|$2,647,174|$629,956|$1,089,516|$58,163|—|

| 2023|$2,453,306|$761,676|$980,537|$68,254|—|

| 2022|$2,524,787|$991,816|$954,493|—|$245,469|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/hawaii-laborers-pension-trust-fund-996025107-001)

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