Plan Ledger DOL Form 5500 · updated monthly

Care Hawaii, Inc.401(k)

CARE HAWAII, INC. 401(K) RETIREMENT SAVINGS PLAN · HONOLULU, HI · plan year 2024

Reported admin expense ratio · 2024
0.27%

Care Hawaii, Inc. reported $9,089 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. 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 5 years on file its reported administrative ratio rose from 0.02% to 0.27%. 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 (221st of 269), and 8,989th of 11,911 in health care & social assistance. active participation has grown from 190 to 309 since 2019.

Plan summary
Net assets, end of year$3,372,720
Participants with balances75
Active participants309
Employer contributions—
Employee contributions$216,739
Employer contribution per active participant—
Average account balance$44,970
Benefits paid to participants$461,422
Plan auditUnmodified (clean) audit opinion
AuditorKKDLY LLC
Plan history5
Yearassets · accounts · employer contribution
2024$3.4M · 75 accts
2023$3.3M · 107 accts
2022$2.9M · 107 accts
2020$2.6M · 103 accts
2019$2.4M · 111 accts
Administrative expenses, itemized · 2024
Investment management$9,089
Total administrative$9,089
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 · 20241
MORGAN STANLEY SMITH BARNEYindirect comp

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

Administrative cost history5
2024$9,089 · 0.27%
2023$70 · 0.00%
2022$70 · 0.00%
2020$340 · 0.01%
2019$427 · 0.02%
Similar plansHealth Care & Social Assistance · Hawaii
Lanakila Pacific HI$4.3M · 0.04%
Alii Health Center HI$4.3M · 0.09%
Blood Bank of Hawaii HI$4.1M · 0.44%
Mental Health Kokua HI$2.8M · 0.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990339749 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.