Plan Ledger DOL Form 5500 · updated monthly

Tony Hawaii, LLC401(k)

TONY HAWAII CORP. AND AFFILIATES 401(K) RETIREMENT SAVINGS · WAIPAHU, HI · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

Tony Hawaii, LLC reported $109,322 in plan administrative expenses for 2024: 0.31% of average plan assets, above the peer median. Employer contributions averaged $110 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 rose from 0.23% to 0.31%. 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 67th-largest of 269 plans among Hawaii employers on file, and the 844th of 5,215 in retail trade. In 2024, employees put in $48.36 for every $1.00 the employer contributed; active participation has grown from 405 to 474 since 2022.

Plan summary
Net assets, end of year$37,351,444
Participants with balances578
Active participants474
Employer contributions$51,907
Employee contributions$2,510,371
Employer contribution per active participant$110
Average account balance$64,622
Benefits paid to participants$2,235,722
Plan auditUnmodified (clean) audit opinion
AuditorCW ASSOCIATES, CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$37.4M · 578 accts · $52K emplr
2023$32.3M · 518 accts · $66K emplr
2022$25.7M · 465 accts · $52K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$89,390
Investment management$10,927
Audit (IQPA)$9,005
Total administrative$109,322
The Tony Hawaii, LLC 401(k) match · 2024
Employer contribution per active participant$110
Median for plans this size$2,416
2024$110 per active participant
2023$162 per active participant
2022$130 per active participant

Tony Hawaii, LLC'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 · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$89,390
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$10,927
CW ASSOCIATES, CPAS · Accounting / audit$9,005

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$109,322 · 0.31%
2023$102,349 · 0.35%
2022$64,397 · 0.23%
Same employer
Similar plansRetail Trade · Hawaii
Servco Pacific Inc. HI$227.9M · 0.06%
Don Quijote (USA) Co., LTD. HI$80.4M · 0.39%
Foodland Super Market, LTD. HI$67.6M · 0.13%
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%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990223623 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.