Hawaiiusa Federal Credit Union retirement plan: assets, participants and fees
What Hawaiiusa Federal Credit Union's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | T Rowe Price Rps Inc | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 658 defined-contribution plans in finance and insurance with 500 to 999 participants.
| Hawaiiusa Federal Credit Union: employer contribution per participant | $1,579 | |
| Peer median | $2,935 |
| Hawaiiusa Federal Credit Union: average balance | $112,975 | |
| Peer median | $92,585 |
| Hawaiiusa Federal Credit Union: admin expenses ÷ assets | 0.01% | |
| Peer median | 0.15% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $55.6M at the end of plan year 2023 to $62.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 555 | $62.5M | $873K | $1,579 | 0.01% | Not published | Form 5500 ↗ |
| 2023 | 576 | $55.6M | $618K | $1,096 | 0.01% | Not published | Form 5500 ↗ |
Common questions
Does Hawaiiusa Federal Credit Union match 401(k) contributions?
The match terms for the Hawaiiusa Fcu Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $873K in employer contributions, about $1,579 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Hawaiiusa Federal Credit Union 401(k) match vested?
The vesting schedule for the Hawaiiusa Fcu Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Hawaiiusa Federal Credit Union 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is T Rowe Price Rps Inc. The plan administrator is Hawaiiusa Federal Credit Union.
I left Hawaiiusa Federal Credit Union. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Hawaiiusa Federal Credit Union, (808) 844-8350) or the recordkeeper, T Rowe Price Rps Inc. The Hawaiiusa Federal Credit Union old 401(k) page lists the contacts from every plan filing. Find an old Hawaiiusa Federal Credit Union 401(k)
Data from the public Form 5500 annual reports Hawaiiusa Federal Credit Union filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Hawaiiusa Federal Credit Union. Not financial advice. Report a correction · Methodology