# Local 665 I.A.T.S.E. Annuity Plan DC Plan
Source: https://planprovider.pro/companies/local-665-i-a-t-s-e-annuity-plan-990228406-001

> Local 665 I.A.T.S.E. Annuity Plan's DC plan: 690 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/singerlewak-llp) — Auditor

- [YEE & KAWASHIMA LLP](https://planprovider.pro/provider/yee-and-kawashima-lllp) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/local-665-i-a-t-s-e-annuity-plan-990228406-001)

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