Plan Ledger DOL Form 5500 · updated monthly

Ohana Pacific Management Co., Inc.401(k)

OHANA PACIFIC MANAGEMENT COMPANY RETIREMENT PLAN · KANEOHE, HI · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Ohana Pacific Management Co., Inc. reported $31,025 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. Employer contributions averaged $1 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 0.34% to 0.30%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Hawaii (154th of 269), and the 5,300th of 11,911 in health care & social assistance. In 2024, employees put in $2045.85 for every $1.00 the employer contributed; active participation has grown from 513 to 586 since 2022.

Plan summary
Net assets, end of year$11,473,113
Participants with balances199
Active participants586
Employer contributions$382
Employee contributions$781,515
Employer contribution per active participant$1
Average account balance$57,654
Benefits paid to participants$532,287
Plan auditUnmodified (clean) audit opinion
AuditorKMH LLP
Plan history3
Yearassets · accounts · employer contribution
2024$11.5M · 199 accts · $382 emplr
2023$9.5M · 181 accts
2022$7.8M · 176 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,998
Investment management$26,027
Total administrative$31,025
The Ohana Pacific Management Co., Inc. 401(k) match · 2024
Employer contribution per active participant$1
Median for plans this size$2,416

Ohana Pacific Management Co., Inc.'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 · 20243
EMPOWER ANNUITY INSURANCE COMPANY · Recordkeeping$3,649
EDWARD D. JONES & CO. LP · Investment advisory (plan)$26,027
SUEMORI & INOUYE, INC. · Pension consulting$1,900

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

Recordkeeper by year2
2024Empower
2023Empower

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

Administrative cost history3
2024$31,025 · 0.30%
2023$32,037 · 0.37%
2022$28,844 · 0.34%
Same employer
Similar plansHealth Care & Social Assistance · Hawaii
Kalihi-Palama Health Center HI$12.9M · 0.29%
Waikiki Health HI$12.8M · 0.02%
Child and Family Service HI$11.3M · 0.32%
PC Care Corp HI$10.6M · 0.50%
Kuhana Associates LLC HI$7.9M · 0.73%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990353868 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.