Plan Snapshot
- Plan Sponsor: Punahou School
- Sponsor EIN: 990073523
- Sponsor Address: 1601 PUNAHOU STREET, HONOLULU, HI, 968223336
- Plan Type: 403(b)
- Total Participants: 1,709
- Total Assets: $326.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,709 | $326.2M | $5.1M | $6.2M |
| 2023 | 1,542 | $298.6M | $4.7M | $5.8M |
| 2022 | 932 | $269.4M | $4.5M | $5.3M |
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 | $144,781 | — | $144,781 |
| SAGEVIEW ADVISORY GROUP, LLC | ADVISOR | $72,626 | — | $72,626 |
| KMH, LLP | AUDITOR | $22,969 | — | $22,969 |
| NEW PINNACLE CONSULTING GROUP, LLC | TPA | $6,316 | — | $6,316 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — RECORDKEEPER
- SAGEVIEW ADVISORY GROUP, LLC — ADVISOR
- KMH, LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $246,692
- Estimated Expense Ratio: 0.076% 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 | $244,800 | — | $244,800 | — | — |
| 2023 | $213,063 | — | $213,063 | — | — |
| 2022 | $264,350 | — | $264,350 | — | — |