Plan Ledger DOL Form 5500 · updated monthly

Bishop Museum401(k)

BISHOP MUSEUM IN USA RETIREMENT SAVINGS MULTIPLE EMPLOYER PLAN · HONOLULU, HI · plan year 2023

Reported admin expense ratio · 2023
0.44%

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

Bishop Museum reported $11,713 in plan administrative expenses for 2023: 0.44% of average plan assets, below the peer median. Employer contributions averaged $274 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 rose from 0.41% to 0.44%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Hawaii (233rd of 269), and 1,089th of 1,311 in arts, entertainment & recreation. In 2023, employees put in $9.34 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,775,517
Participants with balances131
Active participants157
Employer contributions$43,075
Employee contributions$402,469
Employer contribution per active participant$274
Average account balance$21,187
Benefits paid to participants$487,546
Plan auditUnmodified (clean) audit opinion
AuditorCW ASSOCIATES, CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $11K emplr
2023$2.8M · 131 accts · $43K emplr
2022$2.5M · 131 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$11,713
Total administrative$11,713
The Bishop Museum 401(k) match · 2023
Employer contribution per active participant$274
Median for plans this size$1,308

Bishop Museum's 2023 employer contribution ran below the $1,308 median for plans its size, in the bottom 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
PENTEGRA SERVICES INC. · Contract administrator$7,960
SAGEVIEW ADVISORY GROUP, LLC · Investment management$7,085
SAGEVIEW ADVISORY GROUP, LLC · Investment advisory (plan)$4,023

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

Administrative cost history3
2024Not separately reported
2023$11,713 · 0.44%
2022$10,506 · 0.41%
Same employer
Similar plansArts, Entertainment & Recreation · Hawaii
Oahu Country Club HI$7.3M · 0.49%
Honolulu Museum of Art HI$6.2M · 0.04%
The Pacific Club HI$4.2M · 0.34%
Outrigger Canoe Club HI$2.3M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990161980 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.