Plan Snapshot
- Plan Sponsor: Waianae District Comprehensive Health And Hospital Board INC.
- Sponsor EIN: 990148164
- Sponsor Address: 86-260 FARRINGTON HIGHWAY, WAIANAE, HI, 96792
- Plan Type: DC
- Total Participants: 519
- Total Assets: $31.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 519 | $31.7M | $1.8M | $0 |
| 2023 | 511 | $28.2M | $1.6M | $0 |
| 2022 | 486 | $24.4M | $1.5M | $0 |
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 |
|---|---|---|---|---|
| FINANCIAL ADVISORS INVESTMENTS | Investment Advisor | $53,647 | — | $53,647 |
| EMPOWER ADVISORY GROUP | Investment Advisor | $22,980 | — | $22,980 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $17,435 | — | $17,435 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $94,062
- Estimated Expense Ratio: 0.297% 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 | $94,063 | $76,728 | — | — | — |
| 2023 | $82,229 | $65,558 | — | — | — |
| 2022 | $56,587 | $49,065 | $7,522 | — | — |