Plan Ledger DOL Form 5500 · updated monthly

Kukio Golf and Beach Club401(k)

KUKIO GOLF AND BEACH CLUB 401(K) PLAN · KAILUA-KONA, HI · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Kukio Golf and Beach Club reported $21,194 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,298 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 0.15% to 0.12%. 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 104th-largest of 269 plans among Hawaii employers on file, and the 431st of 1,311 in arts, entertainment & recreation. In 2024, employees put in $3.82 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,847,817
Participants with balances218
Active participants264
Employer contributions$342,583
Employee contributions$1,307,903
Employer contribution per active participant$1,298
Average account balance$91,045
Benefits paid to participants$462,001
Plan auditUnmodified (clean) audit opinion
AuditorVERITY CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$19.8M · 218 accts · $343K emplr
2023$16.2M · 202 accts · $294K emplr
2022$12.9M · 196 accts · $267K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,588
Total administrative$21,194
The Kukio Golf and Beach Club 401(k) match · 2024
Employer contribution per active participant$1,298
Median for plans this size$2,416
2024$1,298 per active participant
2023$1,099 per active participant
2022$995 per active participant

Kukio Golf and Beach Club'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 · 20242
ONEDIGITAL INVESTMENT ADVISORS LLC · Consulting$14,109
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$7,084

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$21,194 · 0.12%
2023$20,076 · 0.14%
2022$20,565 · 0.15%
Similar plansArts, Entertainment & Recreation · Hawaii
Hurricanes Holdings, LLC NC$20.2M · 0.04%
Ford Field Management LLC MI$20.0M · 0.41%
Los Angeles Country Club CA$19.8M · 0.16%
New Albany Company OH$19.6M · 0.41%
Seattle Art Museum WA$19.6M · 0.01%
Bighorn Golf Club CA$19.5M · 0.74%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990353074 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.