# Territorial Savings Bank DB Plan
Source: https://planprovider.pro/companies/territorial-savings-bank-plan-001

> Territorial Savings Bank's DB plan: 82 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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](https://planprovider.pro/provider/milliman) — 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|

## Similar Plans

- [Territorial Savings Bank](https://planprovider.pro/companies/territorial-savings-bank-plan-003) — 193 participants

- [American Savings Bank, F.S.B.](https://planprovider.pro/companies/american-savings-bank-f-s-b-plan-002) — 219 participants

- [Territorial Savings Bank](https://planprovider.pro/companies/territorial-savings-bank-401k-plan) — 230 participants

- [American Savings Bank, F.S.B.](https://planprovider.pro/companies/american-savings-bank-f-s-b-401k-plan) — 963 participants

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