Plan Ledger DOL Form 5500 · updated monthly

Alii Health CenterProfit-sharing plan

ALI'I HEALTH CENTER 401(A) PLAN · KAILUA KONA, HI · plan year 2024

Reported admin expense ratio · 2024
0.09%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Alii Health Center reported $3,861 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,062 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio fell from 0.31% to 0.09%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Hawaii (212th of 269), and 8,368th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$4,259,077
Participants with balances158
Active participants128
Employer contributions$391,940
Employee contributions$0
Employer contribution per active participant$3,062
Average account balance$26,956
Benefits paid to participants$464,999
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$4.3M · 158 accts · $392K emplr
2023$3.9M · 131 accts · $379K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,861
Total administrative$3,861
Employer contributions to the Alii Health Center plan · 2024
Employer contribution per active participant$3,062
Median for plans this size$1,313
2024$3,062 per active participant
2023$3,607 per active participant

Alii Health Center's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$3,860
WILSHIRE ADVISORS, LLC · Investment advisory (plan)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2024$3,861 · 0.09%
2023$12,023 · 0.31%
Similar plansHealth Care & Social Assistance · Hawaii
Hale Kipa Inc. HI$5.2M · 0.34%
Aloha House Inc. HI$5.1M · 0.01%
Lanakila Pacific HI$4.3M · 0.04%
Blood Bank of Hawaii HI$4.1M · 0.44%
Care Hawaii, Inc. HI$3.4M · 0.27%
Mental Health Kokua HI$2.8M · 0.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 833321758 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.