Plan Ledger DOL Form 5500 · updated monthly

Aloha Management Company, Inc.401(k)

ALOHA MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN · KANEOHE, HI · plan year 2022

Reported admin expense ratio · 2022
1.01%

Aloha Management Company, Inc. reported $13,861 in plan administrative expenses for 2022: 1.01% of average plan assets, higher than ~75% of peers. 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 health care & social assistance employers. By assets it is among the smaller plans on file in Hawaii (258th of 269), and 10,702nd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$1,226,610
Participants with balances52
Active participants99
Employer contributions—
Employee contributions$108,608
Employer contribution per active participant—
Average account balance$23,589
Benefits paid to participants$113,024
Plan auditUnmodified (clean) audit opinion
AuditorCW ASSOCIATES CPAS
Administrative expenses, itemized · 2022
Investment management$13,652
Total administrative$13,861
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 history1
2022$13,861 · 1.01%
Same employer
Similar plansHealth Care & Social Assistance · Hawaii
Premier Dental Group HI$923K · 0.45%
Nogara Corporation HI$463K · 0.74%
Mastercare, Inc. HI$230K · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990277222 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.