Plan Ledger DOL Form 5500 · updated monthly

Servco Pacific Inc.401(k)

EMPLOYEES PROFIT SHARING RETIREMENT PLAN OF SERVCO PACIFIC INC. AND SUBSIDIARIES · HONOLULU, HI · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Servco Pacific Inc. reported $133,966 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,595 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 0.07% to 0.06%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 18th-largest of 269 plans among Hawaii employers on file, and the 198th of 5,215 in retail trade. In 2024, employees put in $3.09 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$227,862,444
Participants with balances1,622
Active participants1,190
Employer contributions$3,087,731
Employee contributions$9,548,740
Employer contribution per active participant$2,595
Average account balance$140,482
Benefits paid to participants$15,534,618
Plan auditUnmodified (clean) audit opinion
AuditorKKDLY LLC
Plan history3
Yearassets · accounts · employer contribution
2024$227.9M · 1,622 accts · $3.1M emplr
2023$202.2M · 1,669 accts · $4.5M emplr
2022$176.9M · 1,648 accts · $4.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$64,809
Investment management$49,262
Audit (IQPA)$19,895
Total administrative$133,966
The Servco Pacific Inc. 401(k) match · 2024
Employer contribution per active participant$2,595
Median for plans this size$3,635
2024$2,595 per active participant
2023$4,183 per active participant
2022$4,249 per active participant

Servco Pacific Inc.'s 2024 employer contribution ran below the $3,635 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 · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$65,392
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$49,262
KKDLY LLC · Accounting / audit$19,895

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

Administrative cost history3
2024$133,966 · 0.06%
2023$139,230 · 0.07%
2022$127,566 · 0.07%
Same employer
Similar plansRetail Trade · Hawaii
Mns, LTD. HI$264.1M · 0.34%
Dfs Group Limited HI$229.8M · 0.05%
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%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990057870 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.