Plan Snapshot
- Plan Sponsor: Hawaii Laborers' Vacation & Holiday Trus
- Sponsor EIN: 996025505
- Sponsor Address: 1440 KAPIOLANI BLVD. SUITE 800, HONOLULU, HI, 96814
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 3,267
- Total Assets: $9.4M
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 | 3,267 | $9.4M | $18.7M | $0 |
| 2023 | 3,011 | $9.8M | $16.8M | $0 |
| 2022 | 2,983 | $7.3M | $15.4M | $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 ADMINISTRATORS INC. | Other Service Provider | $323,323 | — | $323,323 |
| WEINBERG, ROGER, ROSENFELD | Other Service Provider | $23,600 | — | $23,600 |
| EIDE BAILLY LLP | Auditor | $17,009 | — | $17,009 |
| RAYMOND JAMES | Other Service Provider | $11,988 | — | $11,988 |
| YOSHIDA & ASSOCIATES | Other Service Provider | $10,274 | — | $10,274 |
| FIRST HAWAIIAN BANK | Other Service Provider | $5,085 | $3,289 | $8,374 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $394,568
- Estimated Expense Ratio: 4.203% 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 | $424,990 | $11,988 | $323,323 | $17,009 | — |
| 2023 | $398,305 | $4,721 | $302,557 | $19,508 | — |
| 2022 | $347,936 | $11,038 | $261,437 | — | $51,698 |