Iolani School 403(b) match, vesting and fees
What Iolani School's 403(b) 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 | TIAA | Schedule C ↗ |
| Independent auditor | Kmh LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 456 defined-contribution plans in educational services with 500 to 999 participants.
| Iolani School: employer contribution per participant | $4,525 | |
| Peer median | $1,855 |
| Iolani School: average balance | $269,872 | |
| Peer median | $100,069 |
| Iolani School: admin expenses ÷ assets | 0.01% | |
| Peer median | 0.11% |
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 $185M at the end of plan year 2023 to $203M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 758 | $203M | $3.4M | $4,525 | 0.01% | Not published | Form 5500 ↗ |
| 2023 | 716 | $185M | $3.1M | $4,396 | 0.01% | Not published | Form 5500 ↗ |
Common questions
Does Iolani School match 401(k) contributions?
The match terms for the Iolani School Defined Contribution Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $3.4M in employer contributions, about $4,525 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Iolani School 401(k) match vested?
The vesting schedule for the Iolani School Defined Contribution Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Iolani School 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is TIAA. The plan administrator is Iolani School.
I left Iolani School. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Iolani School, (808) 949-5355) or the recordkeeper, TIAA. The Iolani School old 401(k) page lists the contacts from every plan filing. Find an old Iolani School 401(k)
Data from the public Form 5500 annual reports Iolani School 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 Iolani School. Not financial advice. Report a correction · Methodology