Plan Ledger DOL Form 5500 · updated monthly

Puna Plantation Hawaii, LTD.401(k)

KTA SUPER STORES 401(K) PROFIT SHARING PLAN · HILO, HI · plan year 2024

Reported admin expense ratio · 2024
0.46%

Puna Plantation Hawaii, LTD. reported $156,749 in plan administrative expenses for 2024: 0.46% of average plan assets, higher than ~75% of peers. 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 0.49% to 0.46%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 71st-largest of 269 plans among Hawaii employers on file, and the 893rd of 5,215 in retail trade.

Plan summary
Net assets, end of year$35,433,819
Participants with balances717
Active participants518
Employer contributions—
Employee contributions$730,412
Employer contribution per active participant—
Average account balance$49,420
Benefits paid to participants$2,001,264
Plan auditUnmodified (clean) audit opinion
AuditorCW ASSOCIATES, CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$35.4M · 717 accts
2023$32.8M · 722 accts
2022$30.1M · 772 accts · $296K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$156,749
Total administrative$156,749
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$156,749 · 0.46%
2023$151,536 · 0.48%
2022$167,197 · 0.49%
Same employer
Similar plansRetail Trade · Hawaii
Don Quijote (USA) Co., LTD. HI$80.4M · 0.39%
Foodland Super Market, LTD. HI$67.6M · 0.13%
Tony Hawaii, LLC HI$37.4M · 0.31%
C.S. Wo & Sons, LLC HI$33.5M · 0.39%
Food Pantry, LTD. HI$32.4M · 0.12%
Bfs, Inc. HI$32.2M · 0.14%
NA Hoku, Inc. HI$31.4M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990064910 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.