Retirement plan

KTA SUPER STORES 401(K) PROFIT SHARING PLAN

Name: PUNA PLANTATION HAWAII, LTD. - KTA SUPER STORES 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: PUNA PLANTATION HAWAII, LTD.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KTA SUPER STORES 401(K) PROFIT SHARING PLAN, PUNA PLANTATION HAWAII, LTD.

PUNA PLANTATION HAWAII, LTD.EIN 99-0064910Plan #003PY 2024

50 E. PUAINAKO STREET - HILO, HI 96720808-959-4575LinkedIn1001-5000 employeesfood & beverages

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$35.4M

+8.1% from 2023

Total participants

806

+1.6% from 2023

Average account balance

$49,420

+8.9% from 2023

Annual return

11.98%

-2.89 pp from 2023

Benchmarks

See 1,305 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants250-999

Cohort1,305 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$35.43M

Not enough data

1 years with asset history on file

Average account balance

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

$49K

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.

717

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.

82.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$730K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+11.98%

Not enough data

1 years with return on file

Admin fee / account holder

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

$219

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

1 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 codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$157K

$303 / participant

Recordkeeping$4K2.7%
Contract admin$152K97.3%

% of EOY assets

0.442%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CW ASSOCIATES, CPAS
Auditor EIN: 261659234
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$49,420

$54,245-8.9%

$93,727-47.3%

$77,762-36.4%

Participation rate

82.8%

63.9%+18.9pp

68.7%+14.1pp

70.6%+12.2pp

Annual return

11.98%

30.58%-18.6pp

133.83%-121.9pp

31.27%-19.3pp

Employer contribution / active EE

$1,168-100.0%

$2,421-100.0%

$2,728-100.0%

Participant deferral / active EE

$1,410

$3,144-55.1%

$4,417-68.1%

$4,651-69.7%

Admin fee / account holder

$219

$575-62.0%

$8,292-97.4%

$433-49.5%

KTA SUPER STORES 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KTA SUPER STORES 401(K) PROFIT SHARING 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