# Trustees Of The Estate Of Bernice Pauahi Bishop Dba Kamehameha Schools 401(k) Plan
Source: https://planprovider.pro/companies/trustees-of-the-estate-of-bernice-pauahi-bishop-dba-kamehameha-schools-401k-plan

> Trustees Of The Estate Of Bernice Pauahi Bishop Dba Kamehameha Schools's 401(k) plan: 2,596 participants, plan year 2024 financials, providers, and benchmark…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [ACCUITY LLP](https://planprovider.pro/provider/accuity-llp) — ACCOUNTANT/AUDITOR

- [CARLSMITH BALL LLP](https://planprovider.pro/provider/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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-the-estate-of-bernice-pauahi-bishop-dba-kamehameha-schools-401k-plan)

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