# Ilwu Local 142 Voluntary Employees' Beneficiary Association Trust 401(k) Plan
Source: https://planprovider.pro/companies/ilwu-local-142-voluntary-employees-beneficiary-association-trust-202142939-501

> Ilwu Local 142 Voluntary Employees' Beneficiary Association Trust's 401(k) plan: 5,730 participants, plan year 2024 financials, providers, and benchmarks fro…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ilwu Local 142 Voluntary Employees' Beneficiary Association Trust

- **Sponsor EIN:** 202142939

- **Sponsor Address:** 1440 KAPIOLANI BLVD STE 800, HONOLULU, HI, 968143613

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 5,730

- **Total Assets:** $6.5M

## 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|5,730|$6.5M|$260,051|$60,707|

| 2023|7,483|$6.1M|$0|$317,019|

| 2022|8,334|$5.6M|$0|$383,119|

| 2020|4,572|$5.5M|$0|$355,960|

| 2019|7,108|$5.1M|$308,863|$135,849|

## 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|

| WITHUMSMITH+BROWN, PC|Auditor|$81,347|—|$81,347|

| PACIFIC ADMINISTRATORS, INC.|Other Service Provider|$28,485|—|$28,485|

| FIRST HAWAIIAN BANK|Other Service Provider|$23,984|—|$23,984|

| BUSINESS INSURANCE SERVICES, INC.|Other Service Provider|$5,536|—|$5,536|

| BENEFIT PLAN SOLUTIONS, INC.|Other Service Provider|$5,202|—|$5,202|

### Verified Provider Profiles

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

- [WITHUMSMITH+BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $144,554

- **Estimated Expense Ratio:** 2.217% 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|$137,936|$15,087|$23,109|$72,628|—|

| 2023|$58,660|$12,848|$25,140|—|—|

| 2022|$67,211|$13,218|$24,339|—|$14,336|

| 2020|$52,003|$12,668|$20,493|—|—|

| 2019|$64,148|$11,532|$21,867|—|$13,385|

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