Plan Ledger DOL Form 5500 · updated monthly

Hawaii Stevedores, Inc.401(k)

HAWAII STEVEDORES 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES · SAN RAFAEL, CA · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Hawaii Stevedores, Inc. reported $24,768 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $912 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 fell from 0.060% to 0.057%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 1,907th-largest of 9,483 plans among California employers on file, and the 403rd of 2,677 in transportation & warehousing. In 2024, employees put in $7.91 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$45,487,161
Participants with balances320
Active participants465
Employer contributions$423,956
Employee contributions$3,352,883
Employer contribution per active participant$912
Average account balance$142,147
Benefits paid to participants$4,052,116
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$45.5M · 320 accts · $424K emplr
2023$41.1M · 285 accts · $476K emplr
2022$34.7M · 342 accts · $328K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,625
Investment management$16,143
Total administrative$24,768
The Hawaii Stevedores, Inc. 401(k) match · 2024
Employer contribution per active participant$912
Median for plans this size$2,416
2024$912 per active participant
2023$1,020 per active participant
2022$718 per active participant

Hawaii Stevedores, Inc.'s 2024 employer contribution ran below the $2,416 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
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$16,143
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$8,626

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$24,768 · 0.06%
2023$23,132 · 0.06%
2022$22,998 · 0.06%
Similar plansTransportation & Warehousing · California
Vieco USA, Inc. CA$47.1M · 0.23%
Relativity Space, Inc. CA$46.8M · 0.09%
Ernest Packaging CA$45.0M · 0.29%
Dart Warehouse Corporation CA$40.4M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990108338 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.