Plan Snapshot
- Plan Sponsor: University Clinical, Education And Research Associates
- Sponsor EIN: 990307152
- Sponsor Address: 677 ALA MOANA BLVD STE 1001, HONOLULU, HI, 968135408
- Plan Type: 403(b)
- Total Participants: 281
- Total Assets: $36.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 281 | $36.4M | $332,454 | $902,785 |
| 2023 | 307 | $34.7M | $346,768 | $935,102 |
| 2022 | 393 | $31.0M | $325,931 | $908,540 |
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 |
|---|---|---|---|---|
| CW ASSOCIATES CPAS | 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 |
|---|---|---|---|---|---|
| 2024 | $62,580 | $7,500 | — | — | — |
| 2023 | $35,850 | $7,500 | $17,550 | — | — |
| 2022 | $20,012 | $7,500 | $2,015 | — | $10,497 |