Trustees of the Estate of Bernice Pauahi Bishop DBA Kamehameha Schools 401(k) match, vesting and fees
What Trustees of the Estate of Bernice Pauahi Bishop DBA Kamehameha Schools' 401(k) 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Accuity LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 93 defined-contribution plans in educational services with 1,000 to 4,999 participants.
| Trustees of the Estate of Bernice Pauahi Bishop DBA Kamehameha Schools: employer contribution per participant | $6,534 | |
| Peer median | $2,292 |
| Trustees of the Estate of Bernice Pauahi Bishop DBA Kamehameha Schools: average balance | $215,361 | |
| Peer median | $144,662 |
| Trustees of the Estate of Bernice Pauahi Bishop DBA Kamehameha Schools: admin expenses ÷ assets | 0.05% | |
| Peer median | 0.08% |
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 $532M at the end of plan year 2021 to $761M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 3,606 | $761M | $23.1M | $6,534 | 0.05% | Not published | Form 5500 ↗ |
| 2024 | 3,537 | $653M | $21.2M | $6,128 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 3,474 | $558M | $19.8M | $5,779 | 0.04% | Not published | Form 5500 ↗ |
| 2022 | 3,373 | $456M | $19M | $5,739 | 0.04% | Not published | Form 5500 ↗ |
| 2021 | 3,867 | $532M | $18.4M | $5,688 | 0.05% | Not published | Form 5500 ↗ |
Other Trustees of the Estate of Bernice Pauahi Bishop DBA Kamehameha Schools plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Kamehemeha Schools 403(b) Retirement Savings Plan
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.
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Kamehameha Schools Retirement Plan
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.
| Independent auditor | Accuity, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Trustees of the Estate of Bernice Pauahi Bishop DBA Kamehameha Schools match 401(k) contributions?
The match terms for the Kamehameha Schools 401(k) Retirement Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $23.1M in employer contributions, about $6,534 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Trustees of the Estate of Bernice Pauahi Bishop DBA Kamehameha Schools 401(k) match vested?
The vesting schedule for the Kamehameha Schools 401(k) Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Trustees of the Estate of Bernice Pauahi Bishop DBA Kamehameha Schools 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Trustees of the Estate of Bernice Pauahi Bishop DBA Kamehameha Schools.
I left Trustees of the Estate of Bernice Pauahi Bishop DBA Kamehameha Schools. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Trustees of the Estate of Bernice Pauahi Bishop DBA Kamehameha Schools, (808) 523-6332) or the recordkeeper, Fidelity Investments Institutional. The Trustees of the Estate of Bernice Pauahi Bishop DBA Kamehameha Schools old 401(k) page lists the contacts from every plan filing. Find an old Trustees of the Estate of Bernice Pauahi Bishop DBA Kamehameha Schools 401(k)
Data from the public Form 5500 annual reports Trustees of the Estate of Bernice Pauahi Bishop DBA Kamehameha Schools filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Trustees of the Estate of Bernice Pauahi Bishop DBA Kamehameha Schools. Not financial advice. Report a correction · Methodology