Plan Ledger DOL Form 5500 · updated monthly

Trustees of the Estate of Bernice Pauahi Bishop dba Kamehameha Schools401(k)

KAMEHAMEHA SCHOOLS 401(K) RETIREMENT SAVINGS PLAN · HONOLULU, HI · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Trustees of the Estate of Bernice Pauahi Bishop dba Kamehameha Schools reported $256,611 in plan administrative expenses for 2024: 0.04% of average plan assets, below the peer median. Employer contributions averaged $8,158 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 rose from 0.039% to 0.042%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other educational services employers. By assets it is the 7th-largest of 269 plans among Hawaii employers on file, and the 78th of 3,091 in educational services. In 2024, employees put in $1.13 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$653,492,062
Participants with balances3,456
Active participants2,596
Employer contributions$21,177,766
Employee contributions$23,829,947
Employer contribution per active participant$8,158
Average account balance$189,089
Benefits paid to participants$32,071,702
Plan auditUnmodified (clean) audit opinion
AuditorACCUITY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$653.5M · 3,456 accts · $21.2M emplr
2023$557.8M · 3,424 accts · $19.8M emplr
2022$456.2M · 3,316 accts · $19.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$138,879
Investment management$81,850
Audit (IQPA)$37,068
Total administrative$256,611
The Trustees of the Estate of Bernice Pauahi Bishop dba Kamehameha Schools 401(k) match · 2024
Employer contribution per active participant$8,158
Median for plans this size$4,294
2024$8,158 per active participant
2023$7,870 per active participant
2022$7,736 per active participant

Trustees of the Estate of Bernice Pauahi Bishop dba Kamehameha Schools's 2024 employer contribution ran above the $4,294 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$126,245
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$81,850
ACCUITY LLP · Accounting / audit · Consulting$37,068
CARLSMITH BALL LLP · Legal$11,517

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$256,611 · 0.04%
2023$228,098 · 0.04%
2022$194,528 · 0.04%
All plans at this employer2
KAMEHAMEHA SCHOOLS 401(K) RETIREMENT SAVINGS PLAN401(k)
KAMEHEMEHA SCHOOLS 403(B) RETIREMENT SAVINGS PLAN403(b)
Same employer
Similar plansEducational Services · Hawaii
Bucknell University PA$672.9M · 0.06%
The New School NY$669.7M · 0.09%
University of Dayton OH$667.3M · 0.05%
College Board NY$665.5M · 0.01%
Amherst College Trustees MA$635.7M · 0.05%
Ithaca College NY$635.3M · 0.08%
Pepperdine University CA$633.5M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990073480 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.