Plan Snapshot
- Plan Sponsor: Wahiawa Hospital Assocation
- Sponsor EIN: 990269825
- Sponsor Address: 128 LEHUA STREET, WAHIAWA, HI, 96786
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $0 | $0 | $0 |
| 2023 | 0 | $91,559 | $1.9M | $359,149 |
| 2022 | 320 | $16.2M | $0 | $547,303 |
| 2019 | 432 | $15.3M | $0 | $733,569 |
| 2018 | 436 | $15.3M | $305,469 | $769,340 |
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 |
|---|---|---|---|---|
| KMH LLP | 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 | $8,495 | — | — | — | — |
| 2023 | $97,339 | — | — | — | — |
| 2022 | $93,982 | — | $93,982 | — | — |
| 2019 | $52,335 | — | $52,335 | — | — |
| 2018 | $50,317 | — | $50,317 | — | — |