Plan Ledger DOL Form 5500 · updated monthly

Board of Trustees of Pamcah-Ua Local 675 Annuity FundMoney purchase plan

PAMCAH-UA LOCAL 675 ANNUITY PLAN · HONOLULU, HI · plan year 2024

Reported admin expense ratio · 2024
0.50%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Board of Trustees of Pamcah-Ua Local 675 Annuity Fund reported $1,824,231 in plan administrative expenses for 2024: 0.50% of average plan assets, higher than ~90% of peers. Employer contributions averaged $10,748 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 7 years on file its reported administrative ratio rose from 0.47% to 0.50%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other construction employers. By assets it is the 12th-largest of 269 plans among Hawaii employers on file, and the 182nd of 5,337 in construction.

Plan summary
Net assets, end of year$383,209,204
Participants with balances3,412
Active participants1,593
Employer contributions$17,122,304
Employee contributions—
Employer contribution per active participant$10,748
Average account balance$112,312
Benefits paid to participants$18,511,355
Plan auditUnmodified (clean) audit opinion
Plan history5
Yearassets · accounts · employer contribution
2024$383.2M · 3,412 accts · $17.1M emplr
2023$349.0M · 3,281 accts · $15.2M emplr
2022$301.7M · 3,173 accts · $14.2M emplr
2018$226.8M · 2,726 accts · $11.8M emplr
2017$214.4M · 2,624 accts · $11.4M emplr
Administrative expenses, itemized · 2024
Investment management$1,225,444
Audit (IQPA)$51,309
Trustee / custodial$110,354
Total administrative$1,824,231
Employer contributions to the Board of Trustees of Pamcah-Ua Local 675 Annuity Fund plan · 2024
Employer contribution per active participant$10,748
Median for plans this size$4,294
2024$10,748 per active participant
2023$10,119 per active participant
2022$9,816 per active participant
2018$7,440 per active participant
2017$7,079 per active participant

Board of Trustees of Pamcah-Ua Local 675 Annuity Fund's 2024 employer contribution ran above the $4,294 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 202412
PAMCAH ADMINISTRATIVE OFFICE · Plan administrator$247,623
CONGRESS ASSET MANAGEMENT · Investment management$245,334
CKW FINANCIAL GROUP$221,464
PACIFIC INCOME ADVISORS$168,337
DODGE & COX · Investment management$113,391
NWQ INVESTMENT MANAGEMENT COMPANY · Investment management$110,493
FIRST HAWAIIAN BANK · Custodial (securities)$110,354
SINGERLEWAK LLP · Accounting / audit$51,309
THE SEGAL COMPANY · Consulting$35,641
TRUCKER HUSS · Legal$26,565
KMH LLP · Accounting / audit$14,162
SEGAL SELECT INSURANCE SERVICESindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history5
2024$1,824,231 · 0.50%
2023$1,350,075 · 0.41%
2022$1,213,968 · 0.42%
2018$947,292 · 0.43%
2017$970,843 · 0.47%
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Source: U.S. Department of Labor, Form 5500 series, EIN 990221545 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.