Retirement plan

HAWAII PACIFIC FREIGHT LLC 401(K) PLAN

Name: HAWAII PACIFIC FREIGHT LLC - HAWAII PACIFIC FREIGHT LLC 401(K) PLAN (2024) Form 5500
Creator: HAWAII PACIFIC FREIGHT LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HAWAII PACIFIC FREIGHT LLC 401(K) PLAN, HAWAII PACIFIC FREIGHT LLC

HAWAII PACIFIC FREIGHT LLCEIN 81-2427756Plan #001PY 2024

P.O. BOX 2272 - EWA BEACH, HI 96706510-586-1499

Other plans on this EIN

1 filing

#002Retirement-$476K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$864K

+41.0% from 2023

Total participants

+47.2% from 2023

Average account balance

$12,892

+11.6% from 2023

Annual return

10.20%

+1.22 pp from 2023

Benchmarks

See 4,589 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants25-99

Cohort4,589 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$864K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$13K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

121.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$206K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.20%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$276

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$19K

$337 / participant

Other / not subdivided$19K100.0%

% of EOY assets

2.143%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$12,892

$55,889-76.9%

$76,119-83.1%

$80,935-84.1%

Participation rate

80.0%

62.1%+17.9pp

69.1%+10.9pp

67.7%+12.3pp

Annual return

10.20%

20.58%-10.4pp

361.25%-351.0pp

35.66%-25.5pp

Employer contribution / active EE

$2,233

$1,866+19.6%

$2,693-17.1%

$2,757-19.0%

Participant deferral / active EE

$1,508

$3,051-50.6%

$4,259-64.6%

$4,299-64.9%

Admin fee / account holder

$276

$5,241-94.7%

$6,421-95.7%

$6,924-96.0%

HAWAII PACIFIC FREIGHT LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HAWAII PACIFIC FREIGHT LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion