Plan Ledger DOL Form 5500 · updated monthly

Lanai Resorts, LLC401(k)

LANAI RESORTS 401(K) PLAN · HONOLULU, HI · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Lanai Resorts, LLC reported $13,453 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,358 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 0.11% to 0.08%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 113th-largest of 269 plans among Hawaii employers on file, and the 735th of 2,096 in real estate & leasing. In 2024, employees put in $2.39 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,058,753
Participants with balances281
Active participants381
Employer contributions$517,484
Employee contributions$1,234,533
Employer contribution per active participant$1,358
Average account balance$64,266
Benefits paid to participants$1,519,307
Plan auditUnmodified (clean) audit opinion
AuditorACCUITY
Plan history3
Yearassets · accounts · employer contribution
2024$18.1M · 281 accts · $517K emplr
2023$15.9M · 285 accts · $530K emplr
2022$13.2M · 277 accts · $527K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,453
Total administrative$13,453
The Lanai Resorts, LLC 401(k) match · 2024
Employer contribution per active participant$1,358
Median for plans this size$2,416
2024$1,358 per active participant
2023$1,429 per active participant
2022$1,481 per active participant

Lanai Resorts, LLC's 2024 employer contribution ran below 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.

Administrative cost history3
2024$13,453 · 0.08%
2023$8,961 · 0.06%
2022$15,408 · 0.11%
Same employer
Similar plansReal Estate & Leasing · Hawaii
Hualalai Investors, LLC HI$18.7M · 0.08%
Resco, Inc. HI$4.8M · 0.31%
Hickam Communities LLC HI$2.9M · 0.90%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990352771 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.