Plan Snapshot
- Plan Sponsor: International Longshore And Warehouse Union Local 142
- Sponsor EIN: 990078610
- Sponsor Address: 451 ATKINSON DR, HONOLULU, HI, 968144729
- Plan Type: DB
- Total Participants: 59
- Total Assets: $43.4M
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 | 59 | $43.4M | $1.8M | $0 |
| 2023 | 55 | $37.1M | $1.8M | $0 |
| 2022 | 55 | $31.4M | $1.8M | $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 |
|---|---|---|---|---|
| VICTORY CAPITAL MANAGEMENT | INVESTMENT MANAGER | $202,245 | — | $202,245 |
| WELLS FARGO ADVISORS | INVESTMENT MONITOR | $40,214 | — | $40,214 |
| FIRST HAWAIIAN BANK | PLAN CUSTODIAN | $27,643 | — | $27,643 |
| MC GROUP HAWAII, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VICTORY CAPITAL MANAGEMENT — INVESTMENT MANAGER
- MC GROUP HAWAII, INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $270,102
- Estimated Expense Ratio: 0.622% 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 | $270,102 | $268,708 | — | — | — |
| 2023 | $227,298 | $225,917 | — | — | — |
| 2022 | $225,875 | $224,532 | — | — | — |