Plan Ledger DOL Form 5500 · updated monthly

Parents and Children Together401(k)

PARENTS AND CHILDREN TOGETHER 401(K) RETIREMENT SAVINGS PLAN · HONOLULU, HI · plan year 2024

Reported admin expense ratio · 2024
0.63%

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

Parents and Children Together reported $108,828 in plan administrative expenses for 2024: 0.63% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,796 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 0.96% to 0.63%. 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 the 111th-largest of 269 plans among Hawaii employers on file, and the 3,883rd of 11,911 in health care & social assistance. In 2024, employees put in $1.41 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,566,034
Participants with balances432
Active participants339
Employer contributions$608,723
Employee contributions$859,747
Employer contribution per active participant$1,796
Average account balance$42,977
Benefits paid to participants$918,159
Plan auditUnmodified (clean) audit opinion
AuditorCW ASSOCIATES, CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$18.6M · 432 accts · $609K emplr
2023$16.0M · 419 accts · $578K emplr
2022$14.1M · 413 accts · $499K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$108,828
Total administrative$108,828
The Parents and Children Together 401(k) match · 2024
Employer contribution per active participant$1,796
Median for plans this size$2,416
2024$1,796 per active participant
2023$1,842 per active participant
2022$1,527 per active participant

Parents and Children Together's 2024 employer contribution ran below the $2,416 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
LINCOLN NATIONAL CORP · Contract administrator$108,828
SAGEVIEW ADVISORY · Investment advisory (plan)$67,226

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$108,828 · 0.63%
2023$95,789 · 0.63%
2022$129,602 · 0.96%
Same employer
Similar plansHealth Care & Social Assistance · Hawaii
Catholic Charities Hawai'i HI$21.3M · 0.00%
Lili'Uokalani Trust HI$21.1M · 0.06%
Hale Makua Health Services HI$16.9M · 0.71%
Hawaii Dental Group, Inc. HI$15.6M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990119678 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.