Plan Ledger DOL Form 5500 · updated monthly

Goodwill Industries of Hawaii, Inc.401(k)

GOODWILL INDUSTRIES OF HAWAII, INC. 401(K) RETIREMENT SAVINGS PLAN · HONOLULU, HI · plan year 2024

Reported admin expense ratio · 2024
0.84%

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

Goodwill Industries of Hawaii, Inc. reported $50,343 in plan administrative expenses for 2024: 0.84% of average plan assets, higher than ~75% of peers. Employer contributions averaged $234 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 3 years on file its reported administrative ratio has held roughly steady near 0.84%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Hawaii (194th of 269), and 7,236th of 11,911 in health care & social assistance. In 2024, employees put in $3.84 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,239,261
Participants with balances236
Active participants389
Employer contributions$90,904
Employee contributions$349,273
Employer contribution per active participant$234
Average account balance$26,438
Benefits paid to participants$791,063
Plan auditUnmodified (clean) audit opinion
AuditorN & K CPAS, INC.
Plan history3
Yearassets · accounts · employer contribution
2024$6.2M · 236 accts · $91K emplr
2023$5.8M · 241 accts · $84K emplr
2022$5.0M · 262 accts · $92K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,122
Investment management$23,221
Total administrative$50,343
The Goodwill Industries of Hawaii, Inc. 401(k) match · 2024
Employer contribution per active participant$234
Median for plans this size$1,313
2024$234 per active participant
2023$235 per active participant
2022$249 per active participant

Goodwill Industries of Hawaii, Inc.'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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$27,122
LPL FINANCIAL CORPORATION RPCP · Investment advisory (plan)$23,221

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

Recordkeeper by year2
2024The Standard
2023The Standard

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

Administrative cost history3
2024$50,343 · 0.84%
2023$45,910 · 0.85%
2022$47,035 · 0.86%
All plans at this employer2
GOODWILL INDUSTRIES OF HAWAII, INC. 401(K) RETIREMENT SAVINGS PLAN401(k)
GOODWILL INDUSTRIES OF HAWAII, INC. HEALTH AND WELFARE RETIREMENT PLAN & TRUSTProfit-sharing plan
Same employer
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Kuhana Associates LLC HI$7.9M · 0.73%
Waimanaolo Health Center HI$7.6M · 0.07%
Kama'Aina Care, Inc HI$7.5M · 0.60%
Hale Kipa Inc. HI$5.2M · 0.34%
Aloha House Inc. HI$5.1M · 0.01%
Lanakila Pacific HI$4.3M · 0.04%
Alii Health Center HI$4.3M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 996001264 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.