Plan Snapshot
- Plan Sponsor: The Queen'S Health Systems
- Sponsor EIN: 990238120
- Sponsor Address: 1301 PUNCHBOWL STREET, HONOLULU, HI, 96813
- Plan Type: DB
- Total Participants: 4,844
- Total Assets: $467.9M
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. |
|---|---|---|---|---|
| 2024 | 4,844 | $467.9M | $4.8M | $0 |
| 2023 | 4,992 | $505.4M | $10.1M | $0 |
| 2022 | 5,037 | $477.5M | $12.3M | $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 |
|---|---|---|---|---|
| FIDELITY INVESTMENT | Other Service Provider | $885,844 | — | $885,844 |
| TCW ASSET MANAGEMENT CO | Investment Advisor | $501,920 | — | $501,920 |
| ARROWSTREET CAPITAL | Investment Advisor | $189,062 | — | $189,062 |
| THE BANK OF NEW YORK MELLON | Other Service Provider | $82,616 | — | $82,616 |
| DISCIPLINED GROWTH INVESTORS, INC | Investment Advisor | $49,638 | — | $49,638 |
| CALLAN ASSOCIATES | Investment Advisor | $48,402 | — | $48,402 |
| KKDLY LLC | Auditor | $18,848 | — | $18,848 |
| STATE STREET BANK AND TRUST | Investment Advisor | $14,114 | — | $14,114 |
| CARLSMITH BALL | ERISA Attorney | $7,140 | — | $7,140 |
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: $1,797,584
- Estimated Expense Ratio: 0.384% 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 | $2,669,580 | $754,734 | — | $18,848 | — |
| 2023 | $2,410,759 | $878,273 | — | — | — |
| 2022 | $2,270,485 | $644,757 | — | — | $10,177 |