Plan Ledger DOL Form 5500 · updated monthly

Hale Kipa Inc.403(b)

HALE KIPA INC. 403B PLAN · EWA BEACH, HI · plan year 2024

Reported admin expense ratio · 2024
0.34%

Hale Kipa Inc. reported $16,583 in plan administrative expenses for 2024: 0.34% of average plan assets, below the peer median. 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 0.41% to 0.34%. 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 (199th of 269), and 7,816th of 11,911 in health care & social assistance. active participation has shrunk from 122 to 97 since 2022.

Plan summary
Net assets, end of year$5,159,941
Participants with balances123
Active participants97
Employer contributions—
Employee contributions$221,692
Employer contribution per active participant—
Average account balance$41,951
Benefits paid to participants$309,325
Plan auditUnmodified (clean) audit opinion
AuditorN&K CPAS, INC.
Plan history3
Yearassets · accounts · employer contribution
2024$5.2M · 123 accts
2023$4.6M · 121 accts
2022$4.6M · 125 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,557
Total administrative$16,583
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
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Participant communication$888
KOBO WEALTH CONSERVANCY · Investment advisory (participants) · Investment advisory (plan)$15,219

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$16,583 · 0.34%
2023$19,149 · 0.42%
2022$17,888 · 0.41%
Similar plansHealth Care & Social Assistance · Hawaii
Waimanaolo Health Center HI$7.6M · 0.07%
Kama'Aina Care, Inc HI$7.5M · 0.60%
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 237061499 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.