Plan Snapshot
- Plan Sponsor: Local 665 I.A.T.S.E. Annuity Plan
- Sponsor EIN: 990228406
- Sponsor Address: 560 NORTH NIMITZ HIGHWAY, SUITE 209, HONOLULU, HI, 968175328
- Plan Type: DC
- Plan Number: 001
- Total Participants: 690
- Total Assets: $24.8M
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 | 690 | $24.8M | $687,862 | $0 |
| 2023 | 785 | $24.7M | $1.2M | $0 |
| 2022 | 936 | $23.1M | $2.1M | $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 |
|---|---|---|---|---|
| ATALANTA SOSNOFF CAPITAL | Other Service Provider | $90,950 | — | $90,950 |
| C.M. BIDWELL & ASSOCIATES | Other Service Provider | $81,413 | — | $81,413 |
| MORGAN STANLEY SMITH BARNEY | Other Service Provider | $52,027 | — | $52,027 |
| BENEFIT & RISK MANAGEMENT SEVICES, | Other Service Provider | $42,706 | — | $42,706 |
| SINGERLEWAK LLP | Auditor | $26,178 | — | $26,178 |
| CENTRAL PACIFIC BANK | Other Service Provider | $21,549 | — | $21,549 |
| GARCIA HAMILTON & ASSOCIATES LP | Other Service Provider | $13,355 | — | $13,355 |
| HONOLULU ACTUARIAL CONSULTANTS INC. | Other Service Provider | $12,880 | — | $12,880 |
| YEE & KAWASHIMA LLP | ERISA Attorney | $11,619 | — | $11,619 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SINGERLEWAK LLP — Auditor
- YEE & KAWASHIMA LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $352,677
- Estimated Expense Ratio: 1.422% 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 | $383,164 | $237,746 | $42,706 | $26,178 | — |
| 2023 | $342,427 | $197,715 | $41,462 | $26,084 | — |
| 2022 | $356,854 | $217,043 | $56,770 | — | $47,870 |