Plan Ledger DOL Form 5500 · updated monthly

Partners in Development Foundation401(k)

403(B) THRIFT PLAN OF PARTNERS IN DEVELOPMENT FOUNDATION · HONOLULU, HI · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Partners in Development Foundation reported $2,498 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,514 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 0.020%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Hawaii (141st of 269), and the 1,380th of 3,341 in other services. In 2024, employees put in $1.94 for every $1.00 the employer contributed; active participation has grown from 191 to 232 since 2022.

Plan summary
Net assets, end of year$13,517,153
Participants with balances282
Active participants232
Employer contributions$351,316
Employee contributions$682,742
Employer contribution per active participant$1,514
Average account balance$47,933
Benefits paid to participants$585,079
Plan auditUnmodified (clean) audit opinion
AuditorCW ASSOCIATES, CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$13.5M · 282 accts · $351K emplr
2023$11.5M · 249 accts · $328K emplr
2022$10.0M · 310 accts · $344K emplr
The Partners in Development Foundation 401(k) match · 2024
Employer contribution per active participant$1,514
Median for plans this size$2,416
2024$1,514 per active participant
2023$1,690 per active participant
2022$1,803 per active participant

Partners in Development Foundation'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 · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$2,685

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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

Administrative cost history3
2024$2,498 · 0.02%
2023$1,588 · 0.01%
2022$2,308 · 0.02%
Same employer
Similar plansOther Services · Hawaii
Hawaii Community Foundation HI$14.3M · 0.44%
The Elmore Group, LTD. UT$13.6M · 0.91%
Mount Carmel Academy, Inc. LA$13.5M · 0.04%
Lsu Foundation LA$13.5M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943271325 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.