Plan Ledger DOL Form 5500 · updated monthly

Pbhk, Inc.401(k)

PBHK, INC. RETIREMENT PLAN · HONOLULU, HI · plan year 2024

Reported admin expense ratio · 2024
0.53%

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

Pbhk, Inc. reported $29,704 in plan administrative expenses for 2024: 0.53% of average plan assets, below the peer median. Employer contributions averaged $692 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 0.58% to 0.53%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Hawaii (186th of 269), and the 721st of 2,240 in accommodation & food services. In 2024, employees put in $2.43 for every $1.00 the employer contributed; active participation has grown from 247 to 431 since 2022.

Plan summary
Net assets, end of year$7,098,318
Participants with balances226
Active participants431
Employer contributions$298,072
Employee contributions$723,209
Employer contribution per active participant$692
Average account balance$31,408
Benefits paid to participants$273,875
Plan auditUnmodified (clean) audit opinion
AuditorCW ASSOCIATES, CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$7.1M · 226 accts · $298K emplr
2023$4.2M · 182 accts · $243K emplr
2022$2.8M · 131 accts · $178K emplr
Administrative expenses, itemized · 2024
Investment management$29,704
Total administrative$29,704
The Pbhk, Inc. 401(k) match · 2024
Employer contribution per active participant$692
Median for plans this size$1,313
2024$692 per active participant
2023$727 per active participant
2022$720 per active participant

Pbhk, Inc.'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 · 20241
TRANSAMERICA LIFE INSURANCE COMPANY · Recordkeeping · Loan processing$29,699

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$29,704 · 0.53%
2023$19,883 · 0.57%
2022$17,161 · 0.58%
Similar plansAccommodation & Food Services · Hawaii
DHL Mahi Staffing, LLC HI$12.3M · 0.48%
Fearless, Inc. HI$7.5M · 0.03%
Kona Brewery LLC HI$3.4M · 1.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990306811 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.