Plan Snapshot
- Plan Sponsor: Trustees Of Hawaii Truckers-Teamsters Union Pension Fund
- Sponsor EIN: 996009518
- Sponsor Address: 560 NORTH NIMITZ HIGHWAY, SUITE 209, HONOLULU, HI, 96817
- Plan Type: DB
- Plan Number: 001
- Total Participants: 366
- Total Assets: $165.8M
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 | 366 | $165.8M | $7.1M | $0 |
| 2023 | 364 | $160.3M | $7.1M | $0 |
| 2022 | 396 | $143.2M | $7.2M | $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 |
|---|---|---|---|---|
| BENEFIT RISK MANAGEMENT SERVICES | Other Service Provider | $202,190 | — | $202,190 |
| SUSTAINABLE GROWTH ADVISERS | Other Service Provider | $116,302 | — | $116,302 |
| FIRST HAWAIIAN BANK | Other Service Provider | $83,341 | — | $83,341 |
| HONOLULU ACTUARIAL CONSULTANTS | Other Service Provider | $56,230 | — | $56,230 |
| RIVER ROAD ASSET MANAGEMENT | Other Service Provider | $49,698 | — | $49,698 |
| SEGAL MARCO ADVISORS | Other Service Provider | $48,859 | — | $48,859 |
| SINGERLEWAK LLP | Auditor | $41,268 | — | $41,268 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SINGERLEWAK LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $597,888
- Estimated Expense Ratio: 0.361% 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 | $710,549 | $215,642 | $202,190 | $41,268 | — |
| 2023 | $900,123 | $391,027 | $190,323 | $41,835 | — |
| 2022 | $893,523 | $495,169 | — | — | $97,428 |