Plan Ledger DOL Form 5500 · updated monthly

Marisco, LTD.401(k)

MARISCO, LTD. 401K PLAN · KAPOLEI, HI · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Marisco, LTD. reported $12,990 in plan administrative expenses for 2024: 0.15% of average plan assets, lower than ~75% of peers. Employer contributions averaged $921 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 0.14% to 0.15%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Hawaii (166th of 269), and 1,762nd of 3,341 in other services. In 2024, employees put in $6.83 for every $1.00 the employer contributed; active participation has grown from 146 to 175 since 2022.

Plan summary
Net assets, end of year$8,945,378
Participants with balances213
Active participants175
Employer contributions$161,218
Employee contributions$1,100,753
Employer contribution per active participant$921
Average account balance$41,997
Benefits paid to participants$1,402,240
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.9M · 213 accts · $161K emplr
2023$8.0M · 227 accts · $140K emplr
2022$7.6M · 203 accts · $131K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,990
Total administrative$12,990
The Marisco, LTD. 401(k) match · 2024
Employer contribution per active participant$921
Median for plans this size$1,313
2024$921 per active participant
2023$897 per active participant
2022$895 per active participant

Marisco, LTD.'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 · 20241
JOHN HANCOCK LIFE INSURANCE CO. · Recordkeeping · Investment management$3,390

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$12,990 · 0.15%
2023$14,556 · 0.19%
2022$11,229 · 0.14%
Same employer
Similar plansOther Services · Hawaii
Hawaii Community Foundation HI$14.3M · 0.44%
Bacon Universal Co., Inc. HI$3.3M · 0.47%
The Arc of Maui HI$2.3M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990157085 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.