Plan Ledger DOL Form 5500 · updated monthly

Waialae Country Club401(k)

WAIALAE COUNTRY CLUB 401(K) RETIREMENT SAVINGS PLAN · HONOLULU, HI · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Waialae Country Club reported $26,796 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $2,342 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 0.25%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Hawaii (156th of 269), and the 635th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.59 for every $1.00 the employer contributed; active participation has grown from 120 to 133 since 2022.

Plan summary
Net assets, end of year$11,391,681
Participants with balances150
Active participants133
Employer contributions$311,431
Employee contributions$494,122
Employer contribution per active participant$2,342
Average account balance$75,945
Benefits paid to participants$469,079
Plan auditUnmodified (clean) audit opinion
AuditorKMH LLP
Plan history3
Yearassets · accounts · employer contribution
2024$11.4M · 150 accts · $311K emplr
2023$9.8M · 147 accts · $253K emplr
2022$9.0M · 138 accts · $223K emplr
Administrative expenses, itemized · 2024
Investment management$26,560
Total administrative$26,796
The Waialae Country Club 401(k) match · 2024
Employer contribution per active participant$2,342
Median for plans this size$2,416
2024$2,342 per active participant
2023$2,055 per active participant
2022$1,854 per active participant

Waialae Country Club's 2024 employer contribution ran below the $2,416 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 · 20242
JOHN HANCOCK INSURANCE COMPANY USA · Recordkeeping · Investment management$86
UBS FINANCIAL SERVICES INC · Investment advisory (participants)$26,560

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$26,796 · 0.25%
2023$23,257 · 0.25%
2022$23,083 · 0.23%
Same employer
Similar plansArts, Entertainment & Recreation · Hawaii
Kukio Golf and Beach Club HI$19.8M · 0.12%
Coon Brothers, Inc. HI$10.3M · 0.44%
Kualoa Ranch Hawaii, Inc. HI$9.0M · 1.18%
The Club at Kukui'Ula HI$8.1M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990057829 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.