Plan Ledger DOL Form 5500 · updated monthly

Maui Oil Company, Inc.401(k)

MAUI OIL CO, INC 401(K) PROFIT SHARING PLAN · KAHULUI, HI · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Maui Oil Company, Inc. reported $44,945 in plan administrative expenses for 2024: 0.29% of average plan assets, below the peer median. Employer contributions averaged $5,193 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 0.31% to 0.29%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 124th-largest of 269 plans among Hawaii employers on file, and 2,262nd of 4,246 in wholesale trade. In 2024, employees put in $1.09 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,075,447
Participants with balances136
Active participants118
Employer contributions$612,747
Employee contributions$670,270
Employer contribution per active participant$5,193
Average account balance$118,202
Benefits paid to participants$2,332,311
Plan auditUnmodified (clean) audit opinion
AuditorCW ASSOCIATES, CPA'S
Plan history3
Yearassets · accounts · employer contribution
2024$16.1M · 136 accts · $613K emplr
2023$15.4M · 132 accts · $559K emplr
2022$12.8M · 127 accts · $504K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$44,945
Total administrative$44,945
The Maui Oil Company, Inc. 401(k) match · 2024
Employer contribution per active participant$5,193
Median for plans this size$2,416
2024$5,193 per active participant
2023$4,817 per active participant
2022$4,304 per active participant

Maui Oil Company, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20241

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$44,945 · 0.29%
2023$30,550 · 0.22%
2022$42,125 · 0.31%
Same employer
Similar plansWholesale Trade · Hawaii
Valley Isle Produce, Inc. HI$21.9M · 0.07%
Y. Hata & Company, Limited HI$18.7M · 0.31%
4EARTH Farms, LLC CA$16.1M · 0.20%
Orange Power Group, LLC OK$16.1M · 0.22%
Morrell LLC MI$16.1M · 0.13%
Supplycore Inc. IL$16.1M · 0.62%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 990209893 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.