# Kamehameha Schools DB Plan
Source: https://planprovider.pro/companies/kamehameha-schools-990073480-002

> Kamehameha Schools's DB plan: 942 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kamehameha Schools

- **Sponsor EIN:** 990073480

- **Sponsor Address:** 567 SOUTH KING STREET, HONOLULU, HI, 96813

- **Plan Type:** DB

- **Plan Number:** 002

- **Total Participants:** 942

- **Total Assets:** $294.1M

## 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|942|$294.1M|$900,000|$0|

| 2023|1,010|$305.3M|$2.5M|$0|

| 2022|1,072|$314.6M|$1.6M|$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|

| WELLINGTON MANAGEMENT COMPANY, LLP|Investment Advisor|$649,312|—|$649,312|

| AON CONSULTING INC.|Actuary|$515,019|—|$515,019|

| ACCUITY LLP|Auditor|$41,675|—|$41,675|

| THE BANK OF NEW YORK MELLON|Custodian / Trustee|$23,500|—|$23,500|

### Verified Provider Profiles

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

- [AON CONSULTING INC.](https://planprovider.pro/provider/alight-solutions) — Actuary

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,229,506

- **Estimated Expense Ratio:** 0.418% 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|$1,586,951|$649,312|$515,019|$41,675|—|

| 2023|$1,230,292|$396,009|$441,754|$39,740|—|

| 2022|$1,394,490|$557,498|—|—|$525,700|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/kamehameha-schools-990073480-002)

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