Plan Ledger DOL Form 5500 · updated monthly

Tradewind Group, Inc.401(k)

ISLAND HOLDINGS, INC. PROFIT SHARING 401(K) PLAN · HONOLULU, HI · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Tradewind Group, Inc. reported $128,218 in plan administrative expenses for 2024: 0.11% of average plan assets, below the peer median. Employer contributions averaged $5,556 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 0.12% to 0.11%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 30th-largest of 269 plans among Hawaii employers on file, and the 836th of 4,798 in finance & insurance. In 2024, employees put in $1.65 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$125,746,431
Participants with balances646
Active participants439
Employer contributions$2,438,956
Employee contributions$4,022,471
Employer contribution per active participant$5,556
Average account balance$194,654
Benefits paid to participants$11,216,900
Plan auditUnmodified (clean) audit opinion
AuditorKMH, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$125.7M · 646 accts · $2.4M emplr
2023$115.1M · 640 accts · $2.3M emplr
2022$99.9M · 592 accts · $2.5M emplr
The Tradewind Group, Inc. 401(k) match · 2024
Employer contribution per active participant$5,556
Median for plans this size$3,635
2024$5,556 per active participant
2023$5,171 per active participant
2022$6,301 per active participant

Tradewind Group, Inc.'s 2024 employer contribution ran above the $3,635 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 · 20243
THE VANGUARD GROUP, INC. · Recordkeeping · Trustee (directed)$60,908
RAYMOND JAMES$48,000
KMH LLP · Accounting / audit$16,806

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$128,218 · 0.11%
2023$129,237 · 0.12%
2022$126,564 · 0.12%
Same employer
Similar plansFinance & Insurance · Hawaii
Territorial Savings Bank HI$42.9M · 0.03%
Finance Factors, LTD. HI$37.8M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990291845 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.