# Trustees Of Hawaii Truckers-Teamsters Union Pension Fund DB Plan
Source: https://planprovider.pro/companies/trustees-of-hawaii-truckers-teamsters-union-pension-fund-996009518-001

> Trustees Of Hawaii Truckers-Teamsters Union Pension Fund's DB plan: 366 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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