Plan Ledger DOL Form 5500 · updated monthly

Hoaloha NA Eha. LTD.401(k)

HOALOHA NA EHA. LTD. 401(K) PROFIT SHARING PLAN · LAHAINA, HI · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Hoaloha NA Eha. LTD. reported $39,193 in plan administrative expenses for 2024: 0.32% of average plan assets, above the peer median. Employer contributions averaged $1,411 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 0.47% to 0.32%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Hawaii (147th of 269), and the 464th of 2,240 in accommodation & food services. In 2024, employees put in $2.05 for every $1.00 the employer contributed; active participation has shrunk from 200 to 173 since 2022.

Plan summary
Net assets, end of year$12,791,440
Participants with balances168
Active participants173
Employer contributions$244,159
Employee contributions$501,068
Employer contribution per active participant$1,411
Average account balance$76,140
Benefits paid to participants$597,086
Plan auditUnmodified (clean) audit opinion
AuditorVERITY CPA'S
Plan history3
Yearassets · accounts · employer contribution
2024$12.8M · 168 accts · $244K emplr
2023$11.5M · 184 accts · $236K emplr
2022$10.3M · 183 accts · $151K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$755
Investment management$38,438
Total administrative$39,193
The Hoaloha NA Eha. LTD. 401(k) match · 2024
Employer contribution per active participant$1,411
Median for plans this size$2,416
2024$1,411 per active participant
2023$1,081 per active participant
2022$757 per active participant

Hoaloha NA Eha. LTD.'s 2024 employer contribution ran below the $2,416 median for plans its size. 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
SAGEVIEW ADVISORY · Trustee$38,438
LINCOLN NATIONAL CORPORATION · Contract administrator$755

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$39,193 · 0.32%
2023$35,691 · 0.33%
2022$53,902 · 0.47%
Same employer
Similar plansAccommodation & Food Services · Hawaii
Fch Enterprises, Inc. HI$44.6M · 0.34%
Kawailoa Development LLP HI$30.6M · 0.04%
Irongate Waikiki LLC HI$14.9M · 0.04%
Taco Aloha, Inc. HI$14.4M · 0.25%
Trump International Waikiki HI$12.8M · 0.05%
DHL Mahi Staffing, LLC HI$12.3M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990158936 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.