Plan Ledger DOL Form 5500 · updated monthly

Hawaiiana Group Incorporated401(k)

HAWAIIANA GROUP INCORPORATED 401(K) PLAN · HONOLULU, HI · plan year 2025

Reported admin expense ratio · 2025
0.17%

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

Hawaiiana Group Incorporated reported $40,773 in plan administrative expenses for 2025: 0.17% of average plan assets, below the peer median. Employer contributions averaged $1,447 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 rose from 0.15% to 0.17%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 87th-largest of 269 plans among Hawaii employers on file, and the 534th of 2,096 in real estate & leasing. In 2025, employees put in $4.01 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$25,164,688
Participants with balances257
Active participants236
Employer contributions$341,547
Employee contributions$1,368,305
Employer contribution per active participant$1,447
Average account balance$97,917
Benefits paid to participants$3,926,943
Plan auditUnmodified (clean) audit opinion
AuditorKMH, LLP
Plan history4
Yearassets · accounts · employer contribution
2025$25.2M · 257 accts · $342K emplr
2024$23.3M · 253 accts · $350K emplr
2023$22.6M · 261 accts · $361K emplr
2022$19.9M · 262 accts · $360K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$7,749
Investment management$19,243
Audit (IQPA)$13,781
Total administrative$40,773
The Hawaiiana Group Incorporated 401(k) match · 2025
Employer contribution per active participant$1,447
Median for plans this size$2,666
2025$1,447 per active participant
2024$1,448 per active participant
2023$1,606 per active participant
2022$1,608 per active participant

Hawaiiana Group Incorporated's 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$19,243
KMH LLP · Accounting / audit$13,781
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$7,749

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

Administrative cost history4
2025$40,773 · 0.17%
2024$34,590 · 0.15%
2023$33,972 · 0.16%
2022$33,246 · 0.15%
Similar plansReal Estate & Leasing · Hawaii
Ram Partners, LLC GA$25.3M · 0.46%
Kw Property Management LLC FL$25.3M · 0.74%
The Habitat Company, LLC IL$24.9M · 0.50%
Grayco, Inc. VA$24.9M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990207892 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.