Plan Ledger DOL Form 5500 · updated monthly

Hawktree International, Inc.401(k)

HAWKTREE RETIREMENT PLAN · HONOLULU, HI · plan year 2024

Reported admin expense ratio · 2024
0.80%

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

Hawktree International, Inc. reported $120,834 in plan administrative expenses for 2024: 0.80% of average plan assets, higher than ~90% of peers. Employer contributions averaged $915 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 0.80%. 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 120th-largest of 269 plans among Hawaii employers on file, and the 850th of 2,677 in transportation & warehousing. In 2024, employees put in $3.37 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,443,440
Participants with balances308
Active participants305
Employer contributions$279,015
Employee contributions$940,401
Employer contribution per active participant$915
Average account balance$53,388
Benefits paid to participants$520,829
Plan auditUnmodified (clean) audit opinion
AuditorN&K CPAS, INC.
Plan history3
Yearassets · accounts · employer contribution
2024$16.4M · 308 accts · $279K emplr
2023$13.9M · 309 accts · $224K emplr
2022$10.0M · 278 accts · $231K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$79,461
Investment management$25,666
Audit (IQPA)$15,707
Total administrative$120,834
The Hawktree International, Inc. 401(k) match · 2024
Employer contribution per active participant$915
Median for plans this size$2,416
2024$915 per active participant
2023$697 per active participant
2022$831 per active participant

Hawktree International, 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 · 20246
EMPOWER ADVISORY GROUP LLC · Investment management$18,061
N&K CPAS, INC. · Accounting / audit$15,707
HICKS PENSION GROUP · Contract administrator$11,655
3 38 INVESTMENT FIDUCIARIES INC · Investment advisory (plan)$7,605
BANKOH INVESTMENT SERVICESindirect comp

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$120,834 · 0.80%
2023$108,354 · 0.91%
2022$84,580 · 0.78%
Same employer
Similar plansTransportation & Warehousing · Hawaii
Hawaiian Airlines Inc. HI$695.6M · 0.01%
Pacific Transfer LLC HI$14.8M · 0.45%
Paradise Cruise, LTD. HI$8.5M · 0.28%
M. Dyer & Sons, Inc. HI$7.4M · 0.11%
Ground Transport, Inc. HI$6.6M · 0.82%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990090520 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.