Plan Ledger DOL Form 5500 · updated monthly

Kahala Brands, Inc.401(k)

KAHALA BRANDS 401(K) PLAN · SCOTTSDALE, AZ · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Kahala Brands, Inc. reported $61,589 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $1,767 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 0.201%. 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 the 265th-largest of 1,285 plans among Arizona employers on file, and the 189th of 2,240 in accommodation & food services. In 2024, employees put in $2.53 for every $1.00 the employer contributed; active participation has grown from 347 to 423 since 2022.

Plan summary
Net assets, end of year$32,891,235
Participants with balances305
Active participants423
Employer contributions$747,305
Employee contributions$1,889,019
Employer contribution per active participant$1,767
Average account balance$107,840
Benefits paid to participants$2,746,301
Plan auditUnmodified (clean) audit opinion
AuditorEVERS ROBINSON LTD.
Plan history3
Yearassets · accounts · employer contribution
2024$32.9M · 305 accts · $747K emplr
2023$28.3M · 312 accts · $726K emplr
2022$22.2M · 311 accts · $652K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,575
Total administrative$61,589
The Kahala Brands, Inc. 401(k) match · 2024
Employer contribution per active participant$1,767
Median for plans this size$2,416
2024$1,767 per active participant
2023$1,734 per active participant
2022$1,880 per active participant

Kahala Brands, Inc.'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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$20,349

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$61,589 · 0.20%
2023$75,673 · 0.30%
2022$48,074 · 0.20%
Similar plansAccommodation & Food Services · Arizona
Desert de Oro Foods, Inc. AZ$21.6M · 0.81%
Forever Resorts, L.L.C AZ$20.6M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 593474394 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.