Plan Ledger DOL Form 5500 · updated monthly

Hawaii Emergency Physicians Associated, Inc.401(k)

HEPA 401(K) PROFIT SHARING PLAN · KAILUA, HI · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Hawaii Emergency Physicians Associated, Inc. reported $48,747 in plan administrative expenses for 2024: 0.08% of average plan assets, below the peer median. Employer contributions averaged $46,595 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.

The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 48th-largest of 269 plans among Hawaii employers on file, and the 1,532nd of 11,911 in health care & social assistance. In 2024, the employer put in $8.42 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$63,912,088
Participants with balances140
Active participants92
Employer contributions$4,286,746
Employee contributions$508,813
Employer contribution per active participant$46,595
Average account balance$456,515
Benefits paid to participants$2,306,603
Plan auditUnmodified (clean) audit opinion
AuditorTURNER, STONE & COMPANY, LLP
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,865
Investment management$37,882
Total administrative$48,747
The Hawaii Emergency Physicians Associated, Inc. 401(k) match · 2024
Employer contribution per active participant$46,595
Median for plans this size$3,635

Hawaii Emergency Physicians Associated, Inc.'s 2024 employer contribution ran above the $3,635 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
NEWPORT GROUP, INC. · Claims processing · Recordkeeping$10,865
NEWPORT GROUP CONSULTING · Investment advisory (plan)$37,882

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

Administrative cost history1
2024$48,747 · 0.08%
Similar plansHealth Care & Social Assistance · Hawaii
Hawai'i Pacific Health HI$1.5B · 0.12%
Kuakini Health System HI$163.4M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990175536 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.