Plan Ledger DOL Form 5500 · updated monthly

Aloha Auto Group, LTD.401(k)

ALOHA AUTO GROUP, LTD. 401(K) PLAN · HONOLULU, HI · plan year 2022

Reported admin expense ratio · 2022
1.49%

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

Aloha Auto Group, LTD. reported $47,509 in plan administrative expenses for 2022: 1.49% of average plan assets, higher than ~90% of peers. Employer contributions averaged $683 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Hawaii (226th of 269), and 4,272nd of 5,215 in retail trade. In 2022, employees put in $6.42 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,284,757
Participants with balances235
Active participants183
Employer contributions$125,000
Employee contributions$802,647
Employer contribution per active participant$683
Average account balance$13,978
Benefits paid to participants$149,716
Plan auditUnmodified (clean) audit opinion
AuditorJOSEPH M. SALVATOR CPA PC
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $125K emplr
2022$3.3M · 235 accts · $125K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$47,509
Total administrative$47,509
The Aloha Auto Group, LTD. 401(k) match · 2022
Employer contribution per active participant$683
Median for plans this size$1,114

Aloha Auto Group, LTD.'s 2022 employer contribution ran below the $1,114 median for plans its size. 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$47,509 · 1.49%
Same employer
Similar plansRetail Trade · Hawaii
Kalama Beach Corporation HI$4.7M · 0.32%
The Art Source, Inc. HI$4.7M · 0.98%
Valley Isle Motors, LTD HI$4.0M · 0.01%
Healthys, Inc. HI$3.5M · 0.81%
Coffee Pacific, LLC HI$1.6M · 0.48%
Rei Food Service, LLC HI$977K · 0.91%
Scott J Miscovich MD LLC HI$912K · 1.01%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 943264088 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.