Plan Ledger DOL Form 5500 · updated monthly

Kuhana Associates LLC401(k)

KUHANA ASSOCIATES, LLC 401(K) RETIREMENT SAVINGS PLAN · HONOLULU, HI · plan year 2024

Reported admin expense ratio · 2024
0.73%

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

Kuhana Associates LLC reported $56,362 in plan administrative expenses for 2024: 0.73% of average plan assets, above the peer median. Employer contributions averaged $960 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 0.54% to 0.73%. 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 (175th of 269), and 6,490th of 11,911 in health care & social assistance. In 2024, employees put in $1.40 for every $1.00 the employer contributed; active participation has grown from 362 to 498 since 2022.

Plan summary
Net assets, end of year$7,920,179
Participants with balances216
Active participants498
Employer contributions$478,175
Employee contributions$671,145
Employer contribution per active participant$960
Average account balance$36,667
Benefits paid to participants$1,698,103
Plan auditUnmodified (clean) audit opinion
AuditorKKDLY LLC
Plan history3
Yearassets · accounts · employer contribution
2024$7.9M · 216 accts · $478K emplr
2023$7.6M · 196 accts · $470K emplr
2022$6.0M · 174 accts · $481K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,974
Investment management$34,388
Total administrative$56,362
The Kuhana Associates LLC 401(k) match · 2024
Employer contribution per active participant$960
Median for plans this size$1,313
2024$960 per active participant
2023$1,240 per active participant
2022$1,330 per active participant

Kuhana Associates LLC'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 · 20243
TRANSAMERICA FINANCIAL LIFE INS COM · Recordkeeping · Loan processing$21,975
SPECTRUM PENSION CONSULTANTS, INC. · Recordkeeping · Loan processingindirect comp
MERILL LYNCH AGENCY, INC. · Investment advisory (plan)$34,387

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

Recordkeeper by year2
2024SPECTRUM PENSION CONSULTANTS, INC., Transamerica
2023Transamerica

This plan has changed recordkeepers within these filings. If you left Kuhana Associates LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$56,362 · 0.73%
2023$47,933 · 0.70%
2022$34,578 · 0.54%
Similar plansHealth Care & Social Assistance · Hawaii
Child and Family Service HI$11.3M · 0.32%
PC Care Corp HI$10.6M · 0.50%
Waimanaolo Health Center HI$7.6M · 0.07%
Kama'Aina Care, Inc HI$7.5M · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990335219 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.