# Iolani School 403(b) Plan
Source: https://planprovider.pro/companies/iolani-school-403b-plan

> Iolani School's 403(b) plan: 541 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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:

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — RECORDKEEPER

- [KMH LLP](https://planprovider.pro/provider/kpmg-llp) — Auditor

## 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|—|—|

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