Plan Ledger DOL Form 5500 · updated monthly

Kiawah Resort Associates, L.P.401(k)

KIAWAH RESORT ASSOCIATES, L.P. 401(K) PROFIT SHARING PLAN · KIAWAH ISLAND, SC · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Kiawah Resort Associates, L.P. reported $56,100 in plan administrative expenses for 2024: 0.34% of average plan assets, above the peer median. Employer contributions averaged $430 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 0.41% to 0.34%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 303rd-largest of 807 plans among South Carolina employers on file, and the 465th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $7.58 for every $1.00 the employer contributed; active participation has grown from 292 to 340 since 2022.

Plan summary
Net assets, end of year$17,287,483
Participants with balances336
Active participants340
Employer contributions$146,055
Employee contributions$1,107,164
Employer contribution per active participant$430
Average account balance$51,451
Benefits paid to participants$1,620,700
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.3M · 336 accts · $146K emplr
2023$15.5M · 277 accts · $139K emplr
2022$14.2M · 287 accts · $129K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,995
Investment management$25,105
Total administrative$56,100
The Kiawah Resort Associates, L.P. 401(k) match · 2024
Employer contribution per active participant$430
Median for plans this size$2,416
2024$430 per active participant
2023$463 per active participant
2022$442 per active participant

Kiawah Resort Associates, L.P.'s 2024 employer contribution ran below the $2,416 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 · 20243
ADP, INC. · Loan processing · Recordkeeping$30,994
ROYAL ALLIANCE ASSOCIATES, INC. · Recordkeeping · Trustee$25,105
ADP BROKER-DEALERindirect 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, ROYAL ALLIANCE ASSOCIATES, INC.
2023ADP, ROYAL ALLIANCE ASSOCIATES, INC.

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Administrative cost history3
2024$56,100 · 0.34%
2023$55,589 · 0.37%
2022$65,006 · 0.41%
Same employer
Similar plansArts, Entertainment & Recreation · South Carolina
Memphis Basketball LLC TN$17.4M · 0.51%
Reading International, Inc. CA$17.1M · 0.10%
The Phillips Collection DC$16.9M · 0.30%
Leech Lake Band of Ojibwe MN$16.9M · 0.80%

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Source: U.S. Department of Labor, Form 5500 series, EIN 570955829 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.