Plan Ledger DOL Form 5500 · updated monthly

Resorttrust Hawaii, LLC Kahala Hotel401(k)

KAHALA HOTEL 401(K) PLAN · HONOLULU, HI · plan year 2022

Reported admin expense ratio · 2022
0.51%

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

Resorttrust Hawaii, LLC Kahala Hotel reported $21,654 in plan administrative expenses for 2022: 0.51% of average plan assets, above the peer median. Employer contributions averaged $917 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Hawaii (218th of 269), and the 1,037th of 2,240 in accommodation & food services. In 2022, employees put in $3.67 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,904,426
Participants with balances97
Active participants111
Employer contributions$101,834
Employee contributions$373,365
Employer contribution per active participant$917
Average account balance$40,252
Benefits paid to participants$338,255
Plan auditUnmodified (clean) audit opinion
AuditorN & K CPA'S INC.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$9,795
Investment management$11,859
Total administrative$21,654
The Resorttrust Hawaii, LLC Kahala Hotel 401(k) match · 2022
Employer contribution per active participant$917
Median for plans this size$1,114

Resorttrust Hawaii, LLC Kahala Hotel's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$21,654 · 0.51%
Same employer
Similar plansAccommodation & Food Services · Hawaii
Fearless, Inc. HI$7.5M · 0.03%
Pbhk, Inc. HI$7.1M · 0.53%
Kona Brewery LLC HI$3.4M · 1.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 371762648 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.