Plan Ledger DOL Form 5500 · updated monthly

Kapua Orchards Inc.401(k)

KAPUA ORCHARDS INC. 401(K) PROFIT SHARING PLAN · HONOLULU, HI · plan year 2024

Reported admin expense ratio · 2024
0.83%

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

Kapua Orchards Inc. reported $39,686 in plan administrative expenses for 2024: 0.83% of average plan assets, above the peer median. Employer contributions averaged $1,111 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in Hawaii (209th of 269), and 664th of 945 in agriculture, forestry & fishing. In 2024, employees put in $1.76 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,520,785
Participants with balances194
Active participants123
Employer contributions$136,700
Employee contributions$240,804
Employer contribution per active participant$1,111
Average account balance$23,303
Benefits paid to participants$1,379,393
Plan auditUnmodified (clean) audit opinion
AuditorN&K CPAS, INC.
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,130
Investment management$2,570
Total administrative$39,686
The Kapua Orchards Inc. 401(k) match · 2024
Employer contribution per active participant$1,111
Median for plans this size$1,313

Kapua Orchards 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 · 20244
HICKS PENSION GROUP · Contract administrator$7,519
3 38 INVESTMENT FIDUCIARIES INC · Investment advisory (plan)$2,319
EMPOWER ADVISORY GROUP LLC · Investment management$251

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

Administrative cost history1
2024$39,686 · 0.83%
Same employer
Similar plansAgriculture, Forestry & Fishing · Hawaii
Kelena Farms, Inc. HI$14.1M · 0.13%
Cyanotech Corporation HI$5.2M · 0.07%
Macfarms, LLC HI$5.1M · 0.71%
Island Plant Company LLC HI$1.2M · 0.13%
Kona Hills, LLC HI$578K · 2.85%

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Source: U.S. Department of Labor, Form 5500 series, EIN 522124001 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.