Plan Ledger DOL Form 5500 · updated monthly

Kalama Beach Corporation401(k)

THE KALAMA BEACH EMPLOYEES PROFIT SHARING INVESTMENT PLAN · HONOLULU, HI · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Kalama Beach Corporation reported $13,997 in plan administrative expenses for 2024: 0.32% of average plan assets, below the peer median. Employer contributions averaged $558 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 0.43% to 0.32%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Hawaii (207th of 269), and 3,851st of 5,215 in retail trade. In 2024, employees put in $3.00 for every $1.00 the employer contributed; active participation has shrunk from 374 to 333 since 2022.

Plan summary
Net assets, end of year$4,685,377
Participants with balances486
Active participants333
Employer contributions$185,878
Employee contributions$556,830
Employer contribution per active participant$558
Average account balance$9,641
Benefits paid to participants$478,258
Plan auditUnmodified (clean) audit opinion
AuditorKMH, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$4.7M · 486 accts · $186K emplr
2023$4.0M · 481 accts · $165K emplr
2022$3.8M · 473 accts · $129K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,997
Total administrative$13,997
The Kalama Beach Corporation 401(k) match · 2024
Employer contribution per active participant$558
Median for plans this size$1,313
2024$558 per active participant
2023$487 per active participant
2022$346 per active participant

Kalama Beach Corporation's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$13,997
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect 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
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$13,997 · 0.32%
2023$13,191 · 0.34%
2022$16,824 · 0.43%
Similar plansRetail Trade · Hawaii
Only the Best Inc. HI$6.8M · 0.01%
Hh Holdings, Inc. HI$5.6M · 0.47%
The Art Source, Inc. HI$4.7M · 0.98%
Valley Isle Motors, LTD HI$4.0M · 0.01%
Healthys, Inc. HI$3.5M · 0.81%
Aloha Auto Group, LTD. HI$3.3M · 1.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990140660 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.