Plan Snapshot
- Plan Sponsor: University Of Hawaii Foundation
- Sponsor EIN: 990085260
- Sponsor Address: 1810 UNIVERSITY AVENUE, SUITE 300, HONOLULU, HI, 96822
- Plan Type: 403(b)
- Total Participants: 114
- Total Assets: $34.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 114 | $34.9M | $878,754 | $587,162 |
| 2023 | 105 | $33.1M | $820,970 | $606,516 |
| 2022 | 89 | $28.3M | $754,053 | $583,837 |
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 |
|---|---|---|---|---|
| TIAA | RECORDKEEPER | $38,312 | — | $38,312 |
| KMH LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,312
- Estimated Expense Ratio: 0.110% 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 | $38,312 | — | $36,695 | — | — |
| 2023 | $28,882 | — | $28,742 | — | — |
| 2022 | — | — | — | — | — |