Plan Ledger DOL Form 5500 · updated monthly

Hilo Medical Investors, LTD.401(k)

HILO MEDICAL INVESTORS, LTD. 401(K) PLAN · HILO, HI · plan year 2025

Reported admin expense ratio · 2025
0.25%

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

Hilo Medical Investors, LTD. reported $35,169 in plan administrative expenses for 2025: 0.25% of average plan assets, below the peer median. Employer contributions averaged $272 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 0.14% to 0.25%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 133rd-largest of 269 plans among Hawaii employers on file, and the 4,528th of 11,911 in health care & social assistance. In 2025, employees put in $7.50 for every $1.00 the employer contributed; active participation has grown from 304 to 430 since 2022.

Plan summary
Net assets, end of year$14,805,427
Participants with balances224
Active participants430
Employer contributions$116,871
Employee contributions$876,324
Employer contribution per active participant$272
Average account balance$66,096
Benefits paid to participants$1,017,082
Plan auditUnmodified (clean) audit opinion
AuditorLBMC, PC
Plan history4
Yearassets · accounts · employer contribution
2025$14.8M · 224 accts · $117K emplr
2024$13.5M · 218 accts · $110K emplr
2023$11.9M · 207 accts · $106K emplr
2022$11.6M · 215 accts · $114K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$18,169
Audit (IQPA)$17,000
Total administrative$35,169
The Hilo Medical Investors, LTD. 401(k) match · 2025
Employer contribution per active participant$272
Median for plans this size$2,666
2025$272 per active participant
2024$268 per active participant
2023$349 per active participant
2022$374 per active participant

Hilo Medical Investors, LTD.'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 · 20252
LBMC PC · Accounting / audit$17,000

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$35,169 · 0.25%
2024$35,443 · 0.28%
2023$8,722 · 0.07%
2022$17,462 · 0.14%
Same employer
Similar plansHealth Care & Social Assistance · Hawaii
Hale Makua Health Services HI$16.9M · 0.71%
Hawaii Dental Group, Inc. HI$15.6M · 0.04%
Kalihi-Palama Health Center HI$12.9M · 0.29%
Waikiki Health HI$12.8M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581339022 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.