Plan Ledger DOL Form 5500 · updated monthly

Kahua, Inc.401(k)

KAHUA 401(K) PLAN · ALPHARETTA, GA · plan year 2024

Reported admin expense ratio · 2024
1.17%

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

Kahua, Inc. reported $161,840 in plan administrative expenses for 2024: 1.17% of average plan assets, higher than ~90% of peers. Employer contributions averaged $5,750 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 1 year on file its reported administrative ratio rose from 0.77% to 1.17%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 989th-largest of 2,160 plans among Georgia employers on file, and 6,426th of 11,654 in professional & technical services. In 2024, employees put in $2.23 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,644,865
Participants with balances184
Active participants169
Employer contributions$971,788
Employee contributions$2,164,510
Employer contribution per active participant$5,750
Average account balance$85,026
Benefits paid to participants$1,324,504
Plan auditUnmodified (clean) audit opinion
AuditorAPRIO, LLP
Plan history2
Yearassets · accounts · employer contribution
2024$15.6M · 184 accts · $972K emplr
2023$12.0M · 158 accts · $741K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$161,840
Total administrative$161,840
The Kahua, Inc. 401(k) match · 2024
Employer contribution per active participant$5,750
Median for plans this size$2,416
2024$5,750 per active participant
2023$5,366 per active participant

Kahua, Inc.'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 · 20243
TRANSAMERICA FINANCIAL LIFE INS CO · Recordkeeping · Loan processing$53,305
FUTUREPLAN BY ASCENSUS · Recordkeeping · Loan processing$1,725
MERRILL LYNCH LIFE AGENCY, INC. · Investment advisory (plan)$55,034

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

Administrative cost history2
2024$161,840 · 1.17%
2023$77,505 · 0.77%
Same employer
Similar plansProfessional & Technical Services · Georgia
Fisherbroyles, LLP GA$17.2M · 0.93%
Zarya Intermediate, LLC. GA$17.1M · 0.36%
W3, LLC GA$16.9M · 0.91%
Itential, Inc. GA$14.7M · 0.69%

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Source: U.S. Department of Labor, Form 5500 series, EIN 270523308 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.