Plan Ledger DOL Form 5500 · updated monthly

Ka Po'e Hana LLC401(k)

KA PO'E HANA LLC 401(K) PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Ka Po'e Hana LLC reported $65,035 in plan administrative expenses for 2024: 0.21% of average plan assets, below the peer median. Employer contributions averaged $4,799 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 has held roughly steady near 0.210%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other management of companies employers. By assets it is the 236th-largest of 618 plans among District of Columbia employers on file, and the 349th of 786 in management of companies. In 2024, employees put in $2.17 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$32,764,212
Participants with balances228
Active participants161
Employer contributions$772,674
Employee contributions$1,672,917
Employer contribution per active participant$4,799
Average account balance$143,703
Benefits paid to participants$2,624,996
Plan auditUnmodified (clean) audit opinion
AuditorMATTHEWS, CARTER & BOYCE, PC
Plan history3
Yearassets · accounts · employer contribution
2024$32.8M · 228 accts · $773K emplr
2023$29.2M · 199 accts · $686K emplr
2022$25.7M · 191 accts · $572K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,473
Investment management$45,562
Total administrative$65,035
The Ka Po'e Hana LLC 401(k) match · 2024
Employer contribution per active participant$4,799
Median for plans this size$2,416
2024$4,799 per active participant
2023$4,400 per active participant
2022$3,385 per active participant

Ka Po'e Hana LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
NFP RETIREMENT, INC. · Investment advisory (plan)$45,562
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$19,471

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$65,035 · 0.21%
2023$56,207 · 0.20%
2022$58,766 · 0.21%
Similar plansManagement of Companies · District of Columbia
Geico Corporation DC$6.2B · 0.04%
McBride & Son Services Co. MO$34.1M · 0.20%
Tuckahoe Holdings, LLC VA$33.9M · 0.50%
Hines Corporation MI$33.2M · 0.25%
Murphy Family Ventures, LLC NC$32.5M · 0.28%
Bank Midwest IA$32.2M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311674666 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.