Plan Ledger DOL Form 5500 · updated monthly

Hawaii Care & Cleaning401(k)

HAWAII CARE & CLEANING 401(K) PLAN · LIHUE, HI · plan year 2024

Reported admin expense ratio · 2024
0.91%

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

Hawaii Care & Cleaning reported $15,166 in plan administrative expenses for 2024: 0.91% of average plan assets, higher than ~75% of peers. Employer contributions averaged $48 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 0.91%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Hawaii (249th of 269), and 2,916th of 3,341 in other services. In 2024, employees put in $6.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,754,161
Participants with balances237
Active participants201
Employer contributions$9,610
Employee contributions$58,331
Employer contribution per active participant$48
Average account balance$7,402
Benefits paid to participants$87,579
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.8M · 237 accts · $10K emplr
2023$1.6M · 238 accts · $28K emplr
2022$1.4M · 107 accts · $9K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$919
Investment management$14,247
Total administrative$15,166
The Hawaii Care & Cleaning 401(k) match · 2024
Employer contribution per active participant$48
Median for plans this size$1,313
2024$48 per active participant
2023$146 per active participant
2022$44 per active participant

Hawaii Care & Cleaning'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 · 20241

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$15,166 · 0.91%
2023$14,072 · 0.95%
2022$14,254 · 0.95%
Same employer
Similar plansOther Services · Hawaii
Bacon Universal Co., Inc. HI$3.3M · 0.47%
The Arc of Maui HI$2.3M · 0.02%
Helping Hands Hawaii HI$2.3M · 0.01%
Crenshaw Christian Center CA$1.8M · 0.05%
Inflight, Inc. NY$1.8M · 0.04%
Truventure LLC CA$1.8M · 1.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990222941 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.