Plan Ledger DOL Form 5500 · updated monthly

Pflueger, Inc.401(k)

PFLUEGER, INC. SAVINGS & RETIREMENT PLAN · HONOLULU, HI · plan year 2024

Reported admin expense ratio · 2024
0.55%

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

Pflueger, Inc. reported $43,665 in plan administrative expenses for 2024: 0.55% of average plan assets, above the peer median. Employer contributions averaged $138 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 0.55%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Hawaii (171st of 269), and 2,970th of 5,215 in retail trade. In 2024, employees put in $33.33 for every $1.00 the employer contributed; active participation has shrunk from 108 to 92 since 2022.

Plan summary
Net assets, end of year$8,326,713
Participants with balances116
Active participants92
Employer contributions$12,732
Employee contributions$424,391
Employer contribution per active participant$138
Average account balance$71,782
Benefits paid to participants$593,810
Plan auditUnmodified (clean) audit opinion
AuditorCW ASSOCIATES, CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$8.3M · 116 accts · $13K emplr
2023$7.6M · 122 accts · $14K emplr
2022$6.9M · 125 accts · $14K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,663
Investment management$16,002
Total administrative$43,665
The Pflueger, Inc. 401(k) match · 2024
Employer contribution per active participant$138
Median for plans this size$1,313
2024$138 per active participant
2023$139 per active participant
2022$130 per active participant

Pflueger, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20242
TRANSAMERICA FINANCIAL INS. CO. · Recordkeeping · Loan processing$27,663
MERRILL LYNCH · Insurance broker · Insurance services$16,002

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$43,665 · 0.55%
2023$44,713 · 0.62%
2022$39,766 · 0.53%
Similar plansRetail Trade · Hawaii
Marukai Corporation HI$16.0M · 1.31%
Maui Divers of Hawaii, LTD. HI$14.9M · 0.02%
City Mill Company, Limited HI$13.7M · 0.69%
The Carpet Shoppe, Inc. HI$9.6M · 0.35%
Only the Best Inc. HI$6.8M · 0.01%
Hh Holdings, Inc. HI$5.6M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990219468 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.