Plan Snapshot
- Plan Sponsor: Iolani School
- Sponsor EIN: 990073502
- Sponsor Address: 563 KAMOKU STREET, HONOLULU, HI, 96826
- Plan Type: 403(b)
- Total Participants: 541
- Total Assets: $202.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 541 | $202.7M | $3.4M | $4.2M |
| 2023 | 514 | $184.9M | $3.1M | $4.0M |
| 2022 | 494 | $168.7M | $2.9M | $3.7M |
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 |
|---|---|---|---|---|
| TIAA | RECORDKEEPER | $14,337 | — | $14,337 |
| NEW PINNACLE CONSULTING GROUP, LLC | CONSULTANT PENSION | $7,528 | — | $7,528 |
| KMH LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,865
- Estimated Expense Ratio: 0.011% 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 | $21,290 | — | $13,546 | — | — |
| 2023 | $25,056 | — | $22,040 | — | — |
| 2022 | $23,211 | $920 | $22,291 | — | — |