Plan Ledger DOL Form 5500 · updated monthly

Mental Health Kokua403(b)

MENTAL HEALTH KOKUA RETIREMENT PLAN · HONOLULU, HI · plan year 2022

Reported admin expense ratio · 2022
0.51%

Mental Health Kokua reported $14,814 in plan administrative expenses for 2022: 0.51% of average plan assets, above the peer median. 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Hawaii (234th of 269), and 9,441st of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$2,756,794
Participants with balances107
Active participants107
Employer contributions—
Employee contributions$158,793
Employer contribution per active participant—
Average account balance$25,764
Benefits paid to participants$48,783
Plan auditDisclaimer of opinion
AuditorWIKOFF COMBS & CO., LLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,850
Investment management$11,964
Total administrative$14,814
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$14,814 · 0.51%
Same employer
Similar plansHealth Care & Social Assistance · Hawaii
Alii Health Center HI$4.3M · 0.09%
Blood Bank of Hawaii HI$4.1M · 0.44%
Care Hawaii, Inc. HI$3.4M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990154505 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.