Plan Ledger DOL Form 5500 · updated monthly

Goodsill Anderson Quinn & Stifel a Limited Liability Law Partnership401(k)

RETIREMENT PLAN OF GOODSILL ANDERSON QUINN & STIFEL · HONOLULU, HI · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Goodsill Anderson Quinn & Stifel a Limited Liability Law Partnership reported $157,017 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $6,992 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 0.22% to 0.33%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 57th-largest of 269 plans among Hawaii employers on file, and the 2,753rd of 11,654 in professional & technical services. In 2024, employees put in $1.67 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$50,092,477
Participants with balances159
Active participants93
Employer contributions$650,254
Employee contributions$1,087,000
Employer contribution per active participant$6,992
Average account balance$315,047
Benefits paid to participants$3,801,570
Plan auditUnmodified (clean) audit opinion
AuditorCW ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$50.1M · 159 accts · $650K emplr
2023$45.7M · 160 accts · $656K emplr
2022$40.8M · 176 accts · $537K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$80,158
Investment management$76,859
Total administrative$157,017
The Goodsill Anderson Quinn & Stifel a Limited Liability Law Partnership 401(k) match · 2024
Employer contribution per active participant$6,992
Median for plans this size$2,416
2024$6,992 per active participant
2023$7,536 per active participant
2022$5,971 per active participant

Goodsill Anderson Quinn & Stifel a Limited Liability Law Partnership's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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
LINCOLN NATIONAL CORPORATION · Contract administrator$80,158
MORGAN STANLEY GLOBAL BANKING · Investment advisory (plan)$76,859

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$157,017 · 0.33%
2023$107,391 · 0.25%
2022$97,427 · 0.22%
Similar plansProfessional & Technical Services · Hawaii
Yeo & Yeo Employees, Inc. MI$50.3M · 0.22%
Johnson Lambert LLP NC$50.1M · 0.05%
Visionist, Inc MD$50.1M · 0.00%
Perkins & Company P.C. OR$50.1M · 0.20%
Naviga Inc. MN$50.0M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990087157 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.