Plan Snapshot
- Plan Sponsor: Trustees Of The Estate Of Bernice Pauahi Bishop Dba Kamehameha Schools
- Sponsor EIN: 990073480
- Sponsor Address: 567 SOUTH KING STREET, HONOLULU, HI, 96813
- Plan Type: 401(k)
- Total Participants: 2,596
- Total Assets: $653.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,596 | $653.5M | $21.2M | $23.8M |
| 2023 | 2,514 | $557.8M | $19.8M | $21.8M |
| 2022 | 2,460 | $456.2M | $19.0M | $20.9M |
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 INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $126,245 | — | $126,245 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $81,850 | — | $81,850 |
| ACCUITY LLP | ACCOUNTANT/AUDITOR | $37,068 | — | $37,068 |
| CARLSMITH BALL LLP | ATTORNEY/LEGAL | $11,517 | — | $11,517 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- ACCUITY LLP — ACCOUNTANT/AUDITOR
- CARLSMITH BALL LLP — ATTORNEY/LEGAL
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $256,680
- Estimated Expense Ratio: 0.039% 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 | $256,611 | $81,850 | $1,500 | $37,068 | — |
| 2023 | $228,098 | $68,963 | $300 | $25,340 | — |
| 2022 | $194,528 | $47,419 | — | — | — |