Plan Ledger DOL Form 5500 · updated monthly

Coffee Pacific, LLC401(k)

THE COFFEE PACIFIC PROFIT SHARING INVESTMENT PLAN · HONOLULU, HI · plan year 2024

Reported admin expense ratio · 2024
0.48%

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

Coffee Pacific, LLC reported $7,219 in plan administrative expenses for 2024: 0.48% of average plan assets, below the peer median. Employer contributions averaged $49 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 0.73% to 0.48%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Hawaii (254th of 269), and 4,795th of 5,215 in retail trade. In 2024, employees put in $14.03 for every $1.00 the employer contributed; active participation has grown from 175 to 216 since 2022.

Plan summary
Net assets, end of year$1,568,384
Participants with balances292
Active participants216
Employer contributions$10,668
Employee contributions$149,701
Employer contribution per active participant$49
Average account balance$5,371
Benefits paid to participants$249,936
Plan auditUnmodified (clean) audit opinion
AuditorKMH, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$1.6M · 292 accts · $11K emplr
2023$1.4M · 274 accts · $41K emplr
2022$1.2M · 281 accts · $40K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,219
Total administrative$7,219
The Coffee Pacific, LLC 401(k) match · 2024
Employer contribution per active participant$49
Median for plans this size$1,313
2024$49 per active participant
2023$240 per active participant
2022$226 per active participant

Coffee Pacific, LLC's 2024 employer contribution ran below the $1,313 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 · 20242
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$7,219
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$7,219 · 0.48%
2023$6,591 · 0.50%
2022$9,395 · 0.73%
Similar plansRetail Trade · Hawaii
The Art Source, Inc. HI$4.7M · 0.98%
Valley Isle Motors, LTD HI$4.0M · 0.01%
Healthys, Inc. HI$3.5M · 0.81%
Aloha Auto Group, LTD. HI$3.3M · 1.49%
Rei Food Service, LLC HI$977K · 0.91%
Scott J Miscovich MD LLC HI$912K · 1.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 300307589 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.