Plan Snapshot
- Plan Sponsor: I.B.E.W. Local Union 1186 Mutual Aid Fund
- Sponsor EIN: 990117133
- Sponsor Address: 1935 HAU STREET, 5TH FLOOR, HONOLULU, HI, 96819
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 2,463
- Total Assets: $318,290
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 | 2,463 | $318,290 | $0 | $14,236 |
| 2023 | 2,607 | $330,718 | $0 | $15,426 |
| 2022 | 2,623 | $331,582 | $0 | $15,690 |
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 |
|---|---|---|---|---|
| SINGERLEWAK, LLP | Auditor | $4,188 | — | $4,188 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,188
- Estimated Expense Ratio: 1.316% 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 | $4,350 | — | — | $4,188 | — |
| 2023 | $4,176 | — | — | $3,979 | — |
| 2022 | $3,874 | — | — | — | $3,791 |