# United Public Workers Mutual Aid Fund Trust 401(k) Plan
Source: https://planprovider.pro/companies/united-public-workers-mutual-aid-fund-trust-990231523-502

> United Public Workers Mutual Aid Fund Trust's 401(k) plan: 4,648 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|

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