Plan Ledger DOL Form 5500 · updated monthly

Roy's Holdings, Inc.ESOP

ROY'S HOLDING'S, INC. EMPLOYEE STOCK OWNERSHIP PLAN · HONOLULU, HI · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Roy's Holdings, Inc. reported $150 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,786 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 under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Hawaii (261st of 269), and 1,701st of 2,240 in accommodation & food services. active participation has grown from 314 to 346 since 2022.

Plan summary
Net assets, end of year$1,088,962
Participants with balances393
Active participants346
Employer contributions$1,655,967
Employee contributions—
Employer contribution per active participant$4,786
Average account balance$2,771
Benefits paid to participants$132,859
Plan auditUnmodified (clean) audit opinion
AuditorCW ASSOCIATES, CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$1.1M · 393 accts · $1.7M emplr
2023$-103K · 404 accts · $1.6M emplr
2022$-1.5M · 351 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Trustee / custodial$150
Total administrative$150
Employer contributions to the Roy's Holdings, Inc. plan · 2024
Employer contribution per active participant$4,786
Median for plans this size$540
2024$4,786 per active participant
2023$4,603 per active participant
2022$5,282 per active participant

Roy's Holdings, Inc.'s 2024 employer contribution ran above the $540 median for plans its size, placing it in the top 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.

Administrative cost history3
2024$150 · 0.03%
2023Not separately reported
2022Not separately reported
Similar plansAccommodation & Food Services · Hawaii
Spinato's Pizzeria AZ$1.1M · 1.18%
Sound Hospitality LLC FL$1.1M · 0.21%
Boulderado Hotel LTD. LLP CO$1.1M · 0.77%
Neva One LLC NV$1.1M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990341036 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.