Plan Ledger DOL Form 5500 · updated monthly

Olukai LLC401(k)

OLUKAI LLC 401(K) PROFIT SHARING PLAN & TRUST · IRVINE, CA · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Olukai LLC reported $3,045 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,640 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 3 years on file its reported administrative ratio has held roughly steady near 0.03%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in California (5,369th of 9,483), and 8,657th of 13,661 in manufacturing. In 2024, employees put in $3.13 for every $1.00 the employer contributed; active participation has grown from 176 to 255 since 2022.

Plan summary
Net assets, end of year$10,288,741
Participants with balances420
Active participants255
Employer contributions$418,312
Employee contributions$1,311,061
Employer contribution per active participant$1,640
Average account balance$24,497
Benefits paid to participants$690,637
Plan auditUnmodified (clean) audit opinion
AuditorMACIAS GINI & O'CONNELL LLP
Plan history3
Yearassets · accounts · employer contribution
2024$10.3M · 420 accts · $418K emplr
2023$7.5M · 338 accts · $333K emplr
2022$5.2M · 268 accts · $264K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,185
Trustee / custodial$860
Total administrative$3,045
The Olukai LLC 401(k) match · 2024
Employer contribution per active participant$1,640
Median for plans this size$1,313
2024$1,640 per active participant
2023$1,514 per active participant
2022$1,503 per active participant

Olukai LLC'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.

Administrative cost history3
2024$3,045 · 0.03%
2023$3,089 · 0.05%
2022$1,823 · 0.04%
Same employer
Similar plansManufacturing · California
True Organic Products, Inc. CA$10.3M · 0.12%
Delafield Corporation CA$10.3M · 0.63%
Flavor Producers, LLC CA$10.3M · 0.07%
Aalp, LLC CA$10.3M · 0.73%
Harbor Electronics, Inc. CA$10.2M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 202355665 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.