Plan Ledger DOL Form 5500 · updated monthly

Oahu Country Club401(k)

OAHU COUNTRY CLUB 401(K) PLAN · HONOLULU, HI · plan year 2024

Reported admin expense ratio · 2024
0.49%

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

Oahu Country Club reported $34,631 in plan administrative expenses for 2024: 0.49% of average plan assets, below the peer median. Employer contributions averaged $1,273 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 0.46% to 0.49%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Hawaii (185th of 269), and 802nd of 1,311 in arts, entertainment & recreation. In 2024, employees put in $2.18 for every $1.00 the employer contributed; active participation has grown from 120 to 155 since 2022.

Plan summary
Net assets, end of year$7,275,214
Participants with balances161
Active participants155
Employer contributions$197,247
Employee contributions$430,364
Employer contribution per active participant$1,273
Average account balance$45,188
Benefits paid to participants$1,366,636
Plan auditUnmodified (clean) audit opinion
AuditorN&K CPAS, INC.
Plan history3
Yearassets · accounts · employer contribution
2024$7.3M · 161 accts · $197K emplr
2023$6.9M · 145 accts · $195K emplr
2022$5.4M · 132 accts · $148K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,800
Investment management$18,831
Total administrative$34,631
The Oahu Country Club 401(k) match · 2024
Employer contribution per active participant$1,273
Median for plans this size$1,313
2024$1,273 per active participant
2023$1,533 per active participant
2022$1,231 per active participant

Oahu Country Club'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 · 20242
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$17,777
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$15,800

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$34,631 · 0.49%
2023$29,425 · 0.48%
2022$26,382 · 0.46%
Similar plansArts, Entertainment & Recreation · Hawaii
Coon Brothers, Inc. HI$10.3M · 0.44%
Kualoa Ranch Hawaii, Inc. HI$9.0M · 1.18%
The Club at Kukui'Ula HI$8.1M · 0.48%
Honolulu Museum of Art HI$6.2M · 0.04%
The Pacific Club HI$4.2M · 0.34%
Bishop Museum HI$2.8M · 0.44%
Outrigger Canoe Club HI$2.3M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990050650 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.