Plan Snapshot
- Plan Sponsor: The Queen'S Health Systems
- Sponsor EIN: 990238120
- Sponsor Address: 1301 PUNCHBOWL STREET, HONOLULU, HI, 96813
- Plan Type: 403(b)
- Total Participants: 487
- Total Assets: $112.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 487 | $112.5M | $0 | $0 |
| 2023 | 541 | $112.1M | $0 | $0 |
| 2022 | 587 | $103.4M | $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 |
|---|---|---|---|---|
| KKDLY LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KKDLY LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $113,258 | $47,419 | $300 | — | — |
| 2023 | $100,062 | $49,144 | $300 | — | — |
| 2022 | $123,764 | $35,012 | — | — | — |