Plan Ledger DOL Form 5500 · updated monthly

The Club at Kukui'Ula401(k)

THE CLUB AT KUKUI'ULA 401(K) PLAN · KOLOA, HI · plan year 2023

Reported admin expense ratio · 2023
0.48%

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

The Club at Kukui'Ula reported $34,102 in plan administrative expenses for 2023: 0.48% of average plan assets, below the peer median. Employer contributions averaged $1,088 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 1 year on file its reported administrative ratio fell from 0.53% to 0.48%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Hawaii (172nd of 269), and 757th of 1,311 in arts, entertainment & recreation. In 2023, employees put in $3.24 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,124,521
Participants with balances255
Active participants196
Employer contributions$213,241
Employee contributions$690,912
Employer contribution per active participant$1,088
Average account balance$31,861
Benefits paid to participants$377,313
Plan auditUnmodified (clean) audit opinion
AuditorBARRY & MOORE CPAS, PLC
Plan history2
Yearassets · accounts · employer contribution
2023$8.1M · 255 accts · $213K emplr
2022$6.2M · 229 accts · $181K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$23,752
Investment management$7,428
Trustee / custodial$1,779
Total administrative$34,102
The The Club at Kukui'Ula 401(k) match · 2023
Employer contribution per active participant$1,088
Median for plans this size$1,308
2023$1,088 per active participant
2022$935 per active participant

The Club at Kukui'Ula's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
BOKF, NA · Custodial (securities) · Trustee$34,902

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

Administrative cost history2
2023$34,102 · 0.48%
2022$33,722 · 0.53%
Same employer
Similar plansArts, Entertainment & Recreation · Hawaii
Waialae Country Club HI$11.4M · 0.25%
Coon Brothers, Inc. HI$10.3M · 0.44%
Kualoa Ranch Hawaii, Inc. HI$9.0M · 1.18%
Oahu Country Club HI$7.3M · 0.49%
Honolulu Museum of Art HI$6.2M · 0.04%
The Pacific Club HI$4.2M · 0.34%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 870755091 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.