KAMEHEMEHA SCHOOLS 403(B) RETIREMENT SAVINGS PLAN

Plan Contact

  • Address: 567 SOUTH KING STREET,,HONOLULU,HI
  • Contact person: ALIKA SIMPSON
  • Phone: (808) 534-8036

Plan General Information

KAMEHEMEHA SCHOOLS 403(B) RETIREMENT SAVINGS PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of KAMEHEMEHA SCHOOLS 403(B) RETIREMENT SAVINGS PLAN is $3,269,079.00.This plan was established in 2002.

KAMEHEMEHA SCHOOLS 403(B) RETIREMENT SAVINGS PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in KAMEHEMEHA SCHOOLS 403(B) RETIREMENT SAVINGS PLAN is 395

KAMEHEMEHA SCHOOLS 403(B) RETIREMENT SAVINGS PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for KAMEHEMEHA SCHOOLS 403(B) RETIREMENT SAVINGS PLAN is $8,276.00

KAMEHEMEHA SCHOOLS 403(B) RETIREMENT SAVINGS PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of KAMEHEMEHA SCHOOLS 403(B) RETIREMENT SAVINGS PLAN is 2.57%.

KAMEHEMEHA SCHOOLS 403(B) RETIREMENT SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for KAMEHEMEHA SCHOOLS 403(B) RETIREMENT SAVINGS PLAN is 23.34%. This measures the effectiveness of the plan participants' investments in the year.

KAMEHEMEHA SCHOOLS 403(B) RETIREMENT SAVINGS PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of KAMEHEMEHA SCHOOLS 403(B) RETIREMENT SAVINGS PLAN is -0.01%.

Enrollment Features

KAMEHEMEHA SCHOOLS 403(B) RETIREMENT SAVINGS PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.


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