Plan Ledger DOL Form 5500 · updated monthly

Don Quijote (USA) Co., LTD.401(k)

DON QUIJOTE (USA) CO., LTD. PROFIT-SHARING RETIREMENT/INDIVIDUAL MATCHED SAVINGS PLAN · HONOLULU, HI · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Don Quijote (USA) Co., LTD. reported $296,145 in plan administrative expenses for 2024: 0.39% of average plan assets, higher than ~90% of peers. Employer contributions averaged $854 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 0.44% to 0.39%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 42nd-largest of 269 plans among Hawaii employers on file, and the 443rd of 5,215 in retail trade. In 2024, employees put in $2.70 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$80,406,675
Participants with balances1,880
Active participants1,956
Employer contributions$1,669,760
Employee contributions$4,512,947
Employer contribution per active participant$854
Average account balance$42,770
Benefits paid to participants$6,979,911
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$80.4M · 1,880 accts · $1.7M emplr
2023$72.9M · 1,900 accts · $1.6M emplr
2022$61.9M · 1,838 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$197,929
Investment management$72,677
Audit (IQPA)$18,000
Total administrative$296,145
The Don Quijote (USA) Co., LTD. 401(k) match · 2024
Employer contribution per active participant$854
Median for plans this size$3,635
2024$854 per active participant
2023$820 per active participant
2022$855 per active participant

Don Quijote (USA) Co., LTD.'s 2024 employer contribution ran below the $3,635 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 · 20244
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$197,929
LPL FINANCIAL LLC · Investment advisory (plan)$72,677
PENSION ASSURANCE LLP · Accounting / audit$18,000
SI GROUP · Consulting$7,539

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$296,145 · 0.39%
2023$271,557 · 0.40%
2022$292,808 · 0.44%
Same employer
Similar plansRetail Trade · Hawaii
Mns, LTD. HI$264.1M · 0.34%
Dfs Group Limited HI$229.8M · 0.05%
Servco Pacific Inc. HI$227.9M · 0.06%
Foodland Super Market, LTD. HI$67.6M · 0.13%
Tony Hawaii, LLC HI$37.4M · 0.31%
C.S. Wo & Sons, LLC HI$33.5M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990150807 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.