Proservice Hawaii 401(K) Plan — Form 5500 plan (Proservice Pacific, LLC Dba Proservice Hawaii)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Proservice Hawaii 401(K) Plan is a benefit plan reported by Proservice Pacific, LLC Dba Proservice Hawaii under EIN 61-1582293 and plan number 333. The latest loaded filing year is 2023. The filing reports 15,298 participants and $303,758,916 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Proservice Pacific, LLC Dba Proservice Hawaii
EIN
61-1582293
Plan number
333
Plan type
3
Location
Honolulu, HI
Latest filing year
2023
Participants
15,298
End-of-year plan assets
$303,758,916

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202315,298H, C20241014213010NAL0013860643001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$303,758,916
Net assets (EOY)
$303,758,916
Net assets (BOY)
$232,487,060

Income & contributions

Employer contributions
$10,530,724
Participant contributions
$29,792,352
Total contributions
$43,520,140
Total income / additions
$85,927,219

Expenses & distributions

Benefits paid
$24,368,026
Administrative expenses
$1,508,834
Total expenses
$26,401,305
Net increase / (decrease)
$59,525,914

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Life Insurance CompanyRECORDKEEPER$1,025,470$02023
Proservice HawaiiTRUSTEE$304,404not reported in the loaded dataset2023
Hicks Pension ServicesCONSULTING$126,850not reported in the loaded dataset2023
Mesirow Financial, Inc.INVESTMENT ADVISORY- PLAN$52,110not reported in the loaded dataset2023

Related Form 5500 pages