# University Of Hawaii Foundation 403(b) Plan
Source: https://planprovider.pro/companies/university-of-hawaii-foundation-403b-plan

> University Of Hawaii Foundation's 403(b) plan: 114 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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:

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — RECORDKEEPER

- [KMH LLP](https://planprovider.pro/provider/kmh-llp) — Auditor

## 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|—|—|—|—|—|

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