Plan Ledger DOL Form 5500 · updated monthly

Kama'Aina Care, Inc401(k)

KAMA'AINA CARE, INC. 401(K) RETIREMENT PLAN · KAILUA, HI · plan year 2024

Reported admin expense ratio · 2024
0.60%

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

Kama'Aina Care, Inc reported $40,735 in plan administrative expenses for 2024: 0.60% of average plan assets, above the peer median. Employer contributions averaged $1,067 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 0.60%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Hawaii (181st of 269), and 6,659th of 11,911 in health care & social assistance. In 2024, employees put in $1.30 for every $1.00 the employer contributed; active participation has grown from 414 to 458 since 2022.

Plan summary
Net assets, end of year$7,498,961
Participants with balances455
Active participants458
Employer contributions$488,579
Employee contributions$634,520
Employer contribution per active participant$1,067
Average account balance$16,481
Benefits paid to participants$492,103
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.5M · 455 accts · $489K emplr
2023$6.1M · 401 accts · $407K emplr
2022$5.2M · 372 accts · $301K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,213
Investment management$19,522
Total administrative$40,735
The Kama'Aina Care, Inc 401(k) match · 2024
Employer contribution per active participant$1,067
Median for plans this size$1,313
2024$1,067 per active participant
2023$860 per active participant
2022$726 per active participant

Kama'Aina Care, Inc's 2024 employer contribution ran below the $1,313 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 · 20242
JOHN HANCOCK · Recordkeeping · Loan processing$21,478
RAYMOND JAMES FINANCIAL SERVICES IN · Investment advisory (plan)$19,257

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$40,735 · 0.60%
2023$33,539 · 0.59%
2022$31,110 · 0.63%
Similar plansHealth Care & Social Assistance · Hawaii
PC Care Corp HI$10.6M · 0.50%
Kuhana Associates LLC HI$7.9M · 0.73%
Waimanaolo Health Center HI$7.6M · 0.07%
Hale Kipa Inc. HI$5.2M · 0.34%
Aloha House Inc. HI$5.1M · 0.01%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 990261935 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.