Plan Ledger DOL Form 5500 · updated monthly

Association of Apartment Owners of Kaanapali Shores401(k)

PROFIT SHARING PLAN FOR ASSOCIATIONS OF APARTMENT OWNERS AND INTERVAL OWNERS MANAGED BY AQUA-ASTON HOSPITALITY, LLC · HONOLULU, HI · plan year 2022

Reported admin expense ratio · 2022
1.05%

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

Association of Apartment Owners of Kaanapali Shores reported $34,024 in plan administrative expenses for 2022: 1.05% of average plan assets, higher than ~75% of peers. Employer contributions averaged $746 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 real estate & leasing employers. By assets it is among the smaller plans on file in Hawaii (237th of 269), and 1,784th of 2,096 in real estate & leasing. In 2022, employees put in $2.45 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,550,703
Participants with balances75
Active participants82
Employer contributions$61,194
Employee contributions$149,956
Employer contribution per active participant$746
Average account balance$34,009
Benefits paid to participants$1,047,887
Plan auditUnmodified (clean) audit opinion
AuditorCW ASSOCIATES
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$29,773
Professional / advisory$4,251
Total administrative$34,024
The Association of Apartment Owners of Kaanapali Shores 401(k) match · 2022
Employer contribution per active participant$746
Median for plans this size$1,114

Association of Apartment Owners of Kaanapali Shores'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 history1
2022$34,024 · 1.05%
Similar plansReal Estate & Leasing · Hawaii
Lanai Resorts, LLC HI$18.1M · 0.08%
Resco, Inc. HI$4.8M · 0.31%
Hickam Communities LLC HI$2.9M · 0.90%
3-D Technology Group, LLC TN$2.6M · 0.07%
Owens, Renz and Lee CT$2.6M · 0.63%
Tradition Management, LLC TX$2.6M · 0.48%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 134207830 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.