Plan Snapshot
- Plan Sponsor: United Public Workers Mutual Aid Fund Trust
- Sponsor EIN: 990231523
- Sponsor Address: 1426 N SCHOOL ST, HONOLULU, HI, 968171914
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 4,648
- Total Assets: $5.0M
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. |
|---|---|---|---|---|
| 2025 | 4,648 | $5.0M | $0 | $0 |
| 2024 | 4,731 | $4.6M | $0 | $54,693 |
| 2023 | 4,897 | $4.3M | $0 | $55,572 |
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 |
|---|---|---|---|---|
| TRUSTA, AN ACCOUNTANCY CORPORATION | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2025 | $97,979 | — | $24,000 | — | — |
| 2024 | $82,941 | — | $24,000 | — | — |
| 2023 | $83,654 | — | $24,000 | — | — |