Plan Ledger DOL Form 5500 · updated monthly

Catholic Charities Hawai'i401(k)

CATHOLIC CHARITIES HAWAI'I RETIREMENT SAVINGS PLAN · HONOLULU, HI · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Catholic Charities Hawai'i reported $881 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,446 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 3 years on file its reported administrative ratio has held roughly steady near 0.004%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 101st-largest of 269 plans among Hawaii employers on file, and the 3,517th of 11,911 in health care & social assistance. In 2024, employees put in $1.80 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$21,342,149
Participants with balances266
Active participants318
Employer contributions$459,747
Employee contributions$828,068
Employer contribution per active participant$1,446
Average account balance$80,234
Benefits paid to participants$712,060
Plan auditUnmodified (clean) audit opinion
AuditorCW ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$21.3M · 266 accts · $460K emplr
2023$18.3M · 256 accts · $444K emplr
2022$15.0M · 280 accts · $300K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$881
Total administrative$881
The Catholic Charities Hawai'i 401(k) match · 2024
Employer contribution per active participant$1,446
Median for plans this size$2,416
2024$1,446 per active participant
2023$1,420 per active participant
2022$998 per active participant

Catholic Charities Hawai'i's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241

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

Administrative cost history3
2024$881 · 0.00%
2023$712 · 0.00%
2022$712 · 0.00%
Similar plansHealth Care & Social Assistance · Hawaii
Lili'Uokalani Trust HI$21.1M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990073547 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.