Plan Snapshot
- Plan Sponsor: Hawaiiusa Federal Credit Union
- Sponsor EIN: 990073436
- Sponsor Address: 1226 COLLEGE WALK, HONOLULU, HI, 96817
- Plan Type: DC
- Total Participants: 368
- Total Assets: $62.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 368 | $62.5M | $872,927 | $2.5M |
| 2023 | 398 | $55.6M | $618,246 | $2.4M |
| 2022 | 386 | $47.6M | $785,855 | $2.3M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $6,980 | — | — | — | — |
| 2023 | $6,297 | — | — | — | — |
| 2022 | $4,569 | — | — | — | — |