Plan Snapshot
- Plan Sponsor: Kamehameha Schools
- Sponsor EIN: 990073480
- Sponsor Address: 567 SOUTH KING STREET, HONOLULU, HI, 96813
- Plan Type: DB
- 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. |
|---|---|---|---|---|
| 2025 | 942 | $294.1M | $0 | $0 |
| 2024 | 1,010 | $305.3M | $0 | $0 |
| 2023 | 1,072 | $314.6M | $0 | $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 |
|---|---|---|---|---|
| ACCUITY, LLP | Auditor | $41,675 | — | $41,675 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ACCUITY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $41,675
- Estimated Expense Ratio: 0.014% 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 |
|---|---|---|---|---|---|
| 2025 | $1,586,951 | $649,312 | $515,019 | $41,675 | — |
| 2024 | $1,230,292 | $396,009 | $441,754 | $39,740 | — |
| 2023 | $1,394,490 | $557,498 | — | — | $525,700 |