Plan Ledger DOL Form 5500 · updated monthly

Kahuna USA LLC401(k)

KAHUNA USA 401(K) PLAN · BROOMFIELD, CO · plan year 2024

Reported admin expense ratio · 2024
0.55%

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

Kahuna USA LLC reported $68,411 in plan administrative expenses for 2024: 0.55% of average plan assets, higher than ~75% of peers. Employer contributions averaged $5,955 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 0.30% to 0.55%. 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 688th-largest of 1,461 plans among Colorado employers on file, and 7,027th of 11,654 in professional & technical services. In 2024, employees put in $1.39 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,244,081
Participants with balances143
Active participants103
Employer contributions$613,375
Employee contributions$852,274
Employer contribution per active participant$5,955
Average account balance$92,616
Benefits paid to participants$1,419,885
Plan auditUnmodified (clean) audit opinion
AuditorDAVID L. BUCK CPA
Plan history2
Yearassets · accounts · employer contribution
2024$13.2M · 143 accts · $613K emplr
2023$11.5M · 164 accts · $486K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,309
Investment management$38,102
Total administrative$68,411
The Kahuna USA LLC 401(k) match · 2024
Employer contribution per active participant$5,955
Median for plans this size$2,416
2024$5,955 per active participant
2023$3,884 per active participant

Kahuna USA 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 · 20244
EDWARD JONES · Recordkeeping · Pension consulting$58,796
ADP, INC. · Loan processing · Recordkeeping$30,554
DAVID L. BUCK, CPA · Recordkeeping · Trustee$8,500
MESIROW FINANCIAL INVESTMENT MANAGE · Loan processingindirect comp

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

Recordkeeper by year2
2024ADP, DAVID L. BUCK, CPA, Edward Jones
2023ADP, Edward Jones

This plan has changed recordkeepers within these filings. If you left Kahuna USA LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$68,411 · 0.55%
2023$34,577 · 0.30%
Similar plansProfessional & Technical Services · Colorado
Peak Dental Services, Inc. CO$14.1M · 0.78%
Sherpa 6, Inc. CO$14.0M · 0.75%
Yeh and Associates, Inc. CO$13.4M · 0.20%
Isys Technologies CO$12.7M · 0.17%
Paytech, Inc. CO$12.3M · 0.52%
Ascend Analytics, LLC CO$12.0M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 852947213 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.