Original filing (PDF)20251013161450NAL0001694993003

BOARD OF TRUSTEES OF HAWAII TAPERS VACATION TRUST FUND

Name: BOARD OF TRUSTEES OF HAWAII TAPERS VACATION TRUST FUND — HAWAII TAPERS VACATION PLAN, Form 5500 (2024)
Creator: BOARD OF TRUSTEES OF HAWAII TAPERS VACATION TRUST FUND

Form 5500

FILING_RECEIVED

HAWAII TAPERS VACATION PLAN

Health & welfare plan

Signals · 3

80% in single holding~238 bps in Sched C feesNo recordkeeper disclosed

Active participants

452

Accounts w/ balance

—

Plan assets (EOY)

$1.6M

Net assets (EOY)

$116K

How this plan invests

This plan

3 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES OF HAWAII TAPERS VACATION TRUST FUND.

Plan sponsor

Name

BOARD OF TRUSTEES OF HAWAII TAPERS VACATION TRUST FUND

EIN

32-0421626

Address

560 N NIMITZ HWY, SUITE 209 · HONOLULU, HI · 96817

Phone

(808) 523-0199

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Welfare benefit codes

4Q · Other

Audit & trust (Schedule H)

Auditor

SINGERLEWAK, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
GROUP PLAN ADMINISTRATORS	99-0187572	HONOLULU, HI	NONE	$29K	—
BENEFIT RISK MANAGEMENT SERVICES	68-0306908	HONOLULU, HI	NONE	$10K	—

Investments

3 direct securities· $1.5M(96% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Interest-Bearing Cash American Savings Bank - Members' accounts	—	—	$1.2M	$1.2M	77.0%
267,112.72 BlackRock Liquidity Funds FedFund Portfolio	—	—	$267K	$267K	16.7%
American Savings Bank - Short Term Reserve	—	—	$40K	$40K	2.5%

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