Hualalai Investors, LLC401(k)
HUALALAI INVESTORS 401(K) PLAN · KAILUA-KONA, HI · plan year 2023
Hualalai Investors, LLC reported $14,199 in plan administrative expenses for 2023: 0.08% of average plan assets, lower than ~75% of peers. 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 rose from 0.07% to 0.08%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 109th-largest of 269 plans among Hawaii employers on file, and the 707th of 2,096 in real estate & leasing.
Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Looking for an account from a past job here? How to find an old 401(k).
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 593836047 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.