Plan Ledger DOL Form 5500 · updated monthly

Dtric Insurance Company, Limited401(k)

DTRIC 401(K) PROFIT SHARING PLAN · HONOLULU, HI · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Dtric Insurance Company, Limited reported $4,770 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,670 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 0.03% to 0.02%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 95th-largest of 269 plans among Hawaii employers on file, and 2,884th of 4,798 in finance & insurance. In 2024, employees put in $3.01 for every $1.00 the employer contributed; active participation has shrunk from 87 to 72 since 2022.

Plan summary
Net assets, end of year$22,241,573
Participants with balances99
Active participants72
Employer contributions$264,227
Employee contributions$794,506
Employer contribution per active participant$3,670
Average account balance$224,662
Benefits paid to participants$2,431,711
Plan auditUnmodified (clean) audit opinion
AuditorKMH LLP
Plan history3
Yearassets · accounts · employer contribution
2024$22.2M · 99 accts · $264K emplr
2023$21.0M · 107 accts · $218K emplr
2022$18.4M · 109 accts · $222K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,770
Total administrative$4,770
The Dtric Insurance Company, Limited 401(k) match · 2024
Employer contribution per active participant$3,670
Median for plans this size$2,416
2024$3,670 per active participant
2023$2,660 per active participant
2022$2,553 per active participant

Dtric Insurance Company, Limited's 2024 employer contribution ran above 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
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$4,770

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$4,770 · 0.02%
2023$3,869 · 0.02%
2022$5,149 · 0.03%
Similar plansFinance & Insurance · Hawaii
University Health Alliance HI$32.5M · 0.09%
Hawaii National Bank HI$26.6M · 0.24%
Hawaii Dental Service HI$21.9M · 0.07%
John Mullen & Co., Inc. HI$11.4M · 0.70%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990185322 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.