Plan Ledger DOL Form 5500 · updated monthly

Coon Brothers, Inc.401(k)

COON BROTHERS, INC. 401(K) PROFIT SHARING PLAN · LAHAINA, HI · plan year 2024

Reported admin expense ratio · 2024
0.44%

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

Coon Brothers, Inc. reported $42,712 in plan administrative expenses for 2024: 0.44% of average plan assets, below the peer median. Employer contributions averaged $1,435 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 rose from 0.36% to 0.44%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Hawaii (161st of 269), and 669th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $2.69 for every $1.00 the employer contributed; active participation has shrunk from 160 to 128 since 2022.

Plan summary
Net assets, end of year$10,329,822
Participants with balances123
Active participants128
Employer contributions$183,616
Employee contributions$493,054
Employer contribution per active participant$1,435
Average account balance$83,982
Benefits paid to participants$495,976
Plan auditUnmodified (clean) audit opinion
AuditorCW ASSOCIATES, CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$10.3M · 123 accts · $184K emplr
2023$9.1M · 117 accts · $172K emplr
2022$7.5M · 111 accts · $168K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$43,674
Total administrative$42,712
The Coon Brothers, Inc. 401(k) match · 2024
Employer contribution per active participant$1,435
Median for plans this size$1,313
2024$1,435 per active participant
2023$1,343 per active participant
2022$1,052 per active participant

Coon Brothers, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20244
CW ASSOCIATES · Accounting / audit$11,239
NORTHWESTERN MUTUAL WEALTH MGMT CO$7,396
EMPOWER ADVISORY GROUP, LLC · Investment management$6,975

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$42,712 · 0.44%
2023$30,256 · 0.37%
2022$29,041 · 0.36%
Similar plansArts, Entertainment & Recreation · Hawaii
Kukio Golf and Beach Club HI$19.8M · 0.12%
Waialae Country Club HI$11.4M · 0.25%
Kualoa Ranch Hawaii, Inc. HI$9.0M · 1.18%
The Club at Kukui'Ula HI$8.1M · 0.48%
Oahu Country Club HI$7.3M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990278715 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.