Plan Snapshot
- Plan Sponsor: University Health Alliance
- Sponsor EIN: 990263440
- Sponsor Address: 700 BISHOP ST., SUITE 300, HONOLULU, HI, 96813
- Plan Type: 401(k)
- Total Participants: 175
- Total Assets: $32.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 175 | $32.5M | $1.2M | $1.5M |
| 2023 | 174 | $28.2M | $966,953 | $1.5M |
| 2022 | 165 | $23.0M | $1.1M | $1.4M |
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 |
|---|---|---|---|---|
| FARBER HASS HURLEY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FARBER HASS HURLEY, LLP — Auditor
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 | $27,421 | $26,056 | $1,365 | — | — |
| 2023 | $29,455 | $28,300 | $1,155 | — | — |
| 2022 | $25,839 | $23,704 | $2,135 | — | — |