Plan Ledger DOL Form 5500 · updated monthly

Child and Family Service401(k)

CHILD & FAMILY SERVICE 401(K) PLAN · EWA BEACH, HI · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Child and Family Service reported $32,949 in plan administrative expenses for 2024: 0.32% of average plan assets, above the peer median. Employer contributions averaged $595 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 2 years on file its reported administrative ratio fell from 0.37% to 0.32%. 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 among the smaller plans on file in Hawaii (157th of 269), and the 5,355th of 11,911 in health care & social assistance. In 2024, employees put in $3.12 for every $1.00 the employer contributed; active participation has grown from 349 to 512 since 2022.

Plan summary
Net assets, end of year$11,299,580
Participants with balances411
Active participants512
Employer contributions$304,568
Employee contributions$948,860
Employer contribution per active participant$595
Average account balance$27,493
Benefits paid to participants$682,292
Plan auditUnmodified (clean) audit opinion
AuditorCW ASSOCIATES, CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$11.3M · 411 accts · $305K emplr
2023$9.6M · 391 accts · $273K emplr
2022$8.4M · 405 accts · $245K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,949
Total administrative$32,949
The Child and Family Service 401(k) match · 2024
Employer contribution per active participant$595
Median for plans this size$2,416
2024$595 per active participant
2023$598 per active participant
2022$703 per active participant

Child and Family Service's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
NEWPORT GROUP, INC. · Loan processing · Recordkeeping$32,949

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$32,949 · 0.32%
2023$42,700 · 0.47%
2022$33,071 · 0.37%
Same employer
Similar plansHealth Care & Social Assistance · Hawaii
Waikiki Health HI$12.8M · 0.02%
PC Care Corp HI$10.6M · 0.50%
Kuhana Associates LLC HI$7.9M · 0.73%
Waimanaolo Health Center HI$7.6M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990073483 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.