Plan Ledger DOL Form 5500 · updated monthly

McCabe, Hamilton & Renny Company, Limited401(k)

MCCABE, HAMILTON & RENNY COMPANY, LIMITED 401(K) RETIREMENT SAVINGS PLAN · HONOLULU, HI · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

McCabe, Hamilton & Renny Company, Limited reported $68,128 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $602 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 0.20% to 0.25%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 84th-largest of 269 plans among Hawaii employers on file, and the 564th of 2,677 in transportation & warehousing. In 2024, employees put in $10.34 for every $1.00 the employer contributed; active participation has grown from 333 to 383 since 2022.

Plan summary
Net assets, end of year$29,280,718
Participants with balances248
Active participants383
Employer contributions$230,468
Employee contributions$2,383,719
Employer contribution per active participant$602
Average account balance$118,067
Benefits paid to participants$2,523,184
Plan auditUnmodified (clean) audit opinion
AuditorCW ASSOCIATES, CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$29.3M · 248 accts · $230K emplr
2023$26.0M · 246 accts · $103K emplr
2022$22.4M · 254 accts · $100K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,224
Investment management$41,904
Total administrative$68,128
The McCabe, Hamilton & Renny Company, Limited 401(k) match · 2024
Employer contribution per active participant$602
Median for plans this size$2,416
2024$602 per active participant
2023$258 per active participant
2022$301 per active participant

McCabe, Hamilton & Renny Company, Limited'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
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$26,224
BANK OF AMERICA NA · Consulting · Investment advisory (plan)$41,904

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$68,128 · 0.25%
2023$59,250 · 0.24%
2022$50,175 · 0.20%
Same employer
Similar plansTransportation & Warehousing · Hawaii
Hawaiian Airlines Inc. HI$695.6M · 0.01%
Pacific Transfer LLC HI$14.8M · 0.45%
Paradise Cruise, LTD. HI$8.5M · 0.28%
M. Dyer & Sons, Inc. HI$7.4M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990148704 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.