Plan Ledger DOL Form 5500 · updated monthly

Kokua Kalihi Valley Comprehensive Family Services403(b)

KKV RETIREMENT PLAN · HONOLULU, HI · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Kokua Kalihi Valley Comprehensive Family Services reported $38,801 in plan administrative expenses for 2024: 0.21% of average plan assets, below the peer median. Employer contributions averaged $3,338 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 0.19% to 0.21%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 107th-largest of 269 plans among Hawaii employers on file, and the 3,808th of 11,911 in health care & social assistance. In 2024, the employer put in $1.32 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$19,124,984
Participants with balances257
Active participants283
Employer contributions$944,556
Employee contributions$717,317
Employer contribution per active participant$3,338
Average account balance$74,416
Benefits paid to participants$1,792,910
Plan auditUnmodified (clean) audit opinion
AuditorCW ASSOCIATES CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$19.1M · 257 accts · $945K emplr
2023$17.1M · 234 accts · $814K emplr
2022$14.0M · 215 accts · $766K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,684
Investment management$35,117
Total administrative$38,801
Employer contributions to the Kokua Kalihi Valley Comprehensive Family Services plan · 2024
Employer contribution per active participant$3,338
Median for plans this size$2,416
2024$3,338 per active participant
2023$2,897 per active participant
2022$2,535 per active participant

Kokua Kalihi Valley Comprehensive Family Services's 2024 employer contribution ran above the $2,416 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
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$3,664
ONEDIGITAL INVESTMENT ADVSRS · Investment advisory (participants) · Investment advisory (plan)$35,117
LINCOLN NATIONAL CORPORATION · Contract administrator$1,425

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$38,801 · 0.21%
2023$31,301 · 0.20%
2022$27,620 · 0.19%
Similar plansHealth Care & Social Assistance · Hawaii
Catholic Charities Hawai'i HI$21.3M · 0.00%
Lili'Uokalani Trust HI$21.1M · 0.06%
Hale Makua Health Services HI$16.9M · 0.71%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990149797 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.