# University Health Alliance 401(k) Plan
Source: https://planprovider.pro/companies/university-health-alliance-401k-plan

> University Health Alliance's 401(k) plan: 175 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| EMPOWER ANNUITY INSURANCE CO|RECORDKEEPER|$6,654|—|$6,654|

| EMPOWER RETIREMENT ADVISORY SERVICE|INVESTMENT MGMT|$6,544|—|$6,544|

| TRUOG-RYDING COMPANY, INC.|CONTRACT ADMIN|$6,175|—|$6,175|

| 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](https://planprovider.pro/provider/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:** $19,373

- **Estimated Expense Ratio:** 0.060% 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|$27,421|$26,056|$1,365|—|—|

| 2023|$29,455|$28,300|$1,155|—|—|

| 2022|$25,839|$23,704|$2,135|—|—|

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