# Punahou School 403(b) Plan
Source: https://planprovider.pro/companies/punahou-school-403b-plan

> Punahou School's 403(b) plan: 1,709 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — RECORDKEEPER

- [SAGEVIEW ADVISORY GROUP, LLC](https://planprovider.pro/provider/sageview-advisory-group) — ADVISOR

- [KMH, LLP](https://planprovider.pro/provider/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|—|—|

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