# Hawaii Preparatory Academy 403(b) Plan
Source: https://planprovider.pro/companies/hawaii-preparatory-academy-403b-plan

> Hawaii Preparatory Academy's 403(b) plan: 203 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hawaii Preparatory Academy

- **Sponsor EIN:** 990078306

- **Sponsor Address:** 65-1692 KOHALA MOUNTAIN RD, KAMUELA, HI, 96743

- **Plan Type:** 403(b)

- **Total Participants:** 203

- **Total Assets:** $42.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|203|$42.6M|$763,773|$922,106|

| 2023|206|$42.0M|$853,252|$896,006|

| 2022|181|$39.0M|$847,786|$827,213|

## 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|

| MULTNOMAH GROUP, INC.|ADVISOR|$35,541|—|$35,541|

| TIAA|RECORDKEEPER|$23,622|—|$23,622|

| CW ASSOCIATES CPA|AUDITOR|$12,146|—|$12,146|

| NEW PINNACLE CONSULTING GROUP, LLC|CONSULTANT - PENSION|$6,150|—|$6,150|

### Verified Provider Profiles

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

- [MULTNOMAH GROUP, INC.](https://planprovider.pro/provider/multnomah-group) — ADVISOR

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $77,459

- **Estimated Expense Ratio:** 0.182% 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|$77,159|—|—|—|—|

| 2023|$73,273|—|$72,808|—|—|

| 2022|$59,977|$86|$59,891|—|—|

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