Plan Snapshot
- Plan Sponsor: Territorial Savings Bank
- Sponsor EIN: 990056630
- Sponsor Address: P.O. BOX 1481, HONOLULU, HI, 96806
- Plan Type: DB
- Total Participants: 82
- Total Assets: $20.1M
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. |
|---|---|---|---|---|
| 2023 | 82 | $20.1M | $0 | $0 |
| 2022 | 92 | $18.3M | $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 |
|---|---|---|---|---|
| MOSS ADAMS LLP | Auditor | $24,962 | — | $24,962 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MOSS ADAMS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,962
- Estimated Expense Ratio: 0.124% 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 |
|---|---|---|---|---|---|
| 2023 | $315,701 | $118,391 | — | $24,962 | — |
| 2022 | $239,890 | — | $130,379 | — | $89,007 |