Plan Ledger DOL Form 5500 · updated monthly

Napili Kai, LTD. Beach Resort401(k)

NAPILI KAI, LTD. 401(K) PLAN · LAHAINA, HI · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Napili Kai, LTD. Beach Resort reported $2,858 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,462 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 0.032% to 0.030%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Hawaii (163rd of 269), and the 555th of 2,240 in accommodation & food services. In 2024, employees put in $2.51 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,958,392
Participants with balances186
Active participants155
Employer contributions$226,682
Employee contributions$569,593
Employer contribution per active participant$1,462
Average account balance$53,540
Benefits paid to participants$751,889
Plan auditUnmodified (clean) audit opinion
AuditorKMH LLP
Plan history3
Yearassets · accounts · employer contribution
2024$10.0M · 186 accts · $227K emplr
2023$9.4M · 181 accts · $202K emplr
2022$7.8M · 165 accts · $144K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,858
Total administrative$2,858
The Napili Kai, LTD. Beach Resort 401(k) match · 2024
Employer contribution per active participant$1,462
Median for plans this size$1,313
2024$1,462 per active participant
2023$1,133 per active participant
2022$934 per active participant

Napili Kai, LTD. Beach Resort's 2024 employer contribution ran above 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$2,858

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$2,858 · 0.03%
2023$2,773 · 0.03%
2022$2,613 · 0.03%
Same employer
Similar plansAccommodation & Food Services · Hawaii
Taco Aloha, Inc. HI$14.4M · 0.25%
Hoaloha NA Eha. LTD. HI$12.8M · 0.32%
Trump International Waikiki HI$12.8M · 0.05%
DHL Mahi Staffing, LLC HI$12.3M · 0.48%
Fearless, Inc. HI$7.5M · 0.03%
Pbhk, Inc. HI$7.1M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990107645 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.