Plan Ledger DOL Form 5500 · updated monthly

Seven-Eleven Hawaii, Inc.401(k)

SEVEN-ELEVEN (HAWAII), INC. 401(K) PLAN · HONOLULU, HI · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Seven-Eleven Hawaii, Inc. reported $87,210 in plan administrative expenses for 2024: 0.39% of average plan assets, above the peer median. Employer contributions averaged $1,061 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 0.39%. 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 91st-largest of 269 plans among Hawaii employers on file, and the 1,235th of 5,215 in retail trade. In 2024, employees put in $1.62 for every $1.00 the employer contributed; active participation has grown from 614 to 679 since 2022.

Plan summary
Net assets, end of year$24,189,391
Participants with balances413
Active participants679
Employer contributions$720,146
Employee contributions$1,165,767
Employer contribution per active participant$1,061
Average account balance$58,570
Benefits paid to participants$1,044,969
Plan auditUnmodified (clean) audit opinion
AuditorACCUITY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$24.2M · 413 accts · $720K emplr
2023$20.5M · 414 accts · $661K emplr
2022$17.3M · 407 accts · $607K emplr
Administrative expenses, itemized · 2024
Investment management$7,500
Total administrative$87,210
The Seven-Eleven Hawaii, Inc. 401(k) match · 2024
Employer contribution per active participant$1,061
Median for plans this size$2,416
2024$1,061 per active participant
2023$1,068 per active participant
2022$988 per active participant

Seven-Eleven Hawaii, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20241
ALPHAPOINT, INC. · Investment advisory (participants)$7,500

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$87,210 · 0.39%
2023$74,029 · 0.39%
2022$71,880 · 0.38%
Same employer
Similar plansRetail Trade · Hawaii
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%
Shelton Holdings, LLC HI$23.7M · 0.44%
Cutter Management Co. HI$20.2M · 0.65%
Mjc, Inc. HI$19.3M · 0.31%
Jn Group, Inc. HI$16.3M · 0.66%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990275843 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.