Plan Ledger DOL Form 5500 · updated monthly

Hotel 401(K) Retirement Savings Plan401(k)

HOTEL UNION AND HOTEL INDUSTRY OF HAWAII 401(K) RETIREMENT SAVINGS PLAN · HONOLULU, HI · plan year 2024

Reported admin expense ratio · 2024
0.20%

Hotel 401(K) Retirement Savings Plan reported $319,157 in plan administrative expenses for 2024: 0.20% of average plan assets, above the peer median. 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 0.30% to 0.20%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 22nd-largest of 269 plans among Hawaii employers on file, and the 57th of 2,240 in accommodation & food services.

Plan summary
Net assets, end of year$169,936,912
Participants with balances3,459
Active participants7,334
Employer contributions—
Employee contributions$12,134,517
Employer contribution per active participant—
Average account balance$49,129
Benefits paid to participants$10,945,507
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$169.9M · 3,459 accts
2023$149.3M · 3,426 accts
2022$128.2M · 3,441 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$92,099
Investment management$118,011
Total administrative$319,157
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
FIRST HAWAIIAN BANK · Custodial (securities)$99,261
GROUP PLAN ADMINISTRATORS, INC. · Plan administrator$92,099
STEPHEN HORN INSURANCE SERVICES · Insurance broker$47,655
WELLS FARGO ADVISORS · Investment advisory (plan)$18,750
MCCRACKEN, STEMERMAN & HOLSBERRY · Legal$12,700
U.N.I.T.E. H.E.R.E. LOCAL 5 · Participant communication · Other services$8,696

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$319,157 · 0.20%
2023$403,977 · 0.29%
2022$409,355 · 0.30%
Similar plansAccommodation & Food Services · Hawaii
Fertitta Entertainment, Inc. TX$181.4M · 0.36%
White Castle System, Inc. OH$176.5M · 0.07%
Highgate Hotels, L.P. TX$171.0M · 0.36%
Outrigger Hotels Hawaii HI$162.7M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990292187 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.