Retirement plan

403(B) THRIFT PLAN OF KCAA PRESCHOOLS OF HAWAI'I

Name: KCAA PRESCHOOLS OF HAWAI'I - 403(B) THRIFT PLAN OF KCAA PRESCHOOLS OF HAWAI'I (2024) Form 5500
Creator: KCAA PRESCHOOLS OF HAWAI'I
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF KCAA PRESCHOOLS OF HAWAI'I, KCAA PRESCHOOLS OF HAWAI'I

KCAA PRESCHOOLS OF HAWAI'IEIN 99-0075242Plan #003PY 2024

2707 S KING ST - HONOLULU, HI 968263325808-941-9414kcaapreschools.orgLinkedIn201-500 employeesprimary/secondary education

Other plans on this EIN

1 filing

#004Retirement-$1.1M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.8M

+10.6% from 2023

Total participants

+30.4% from 2023

Average account balance

$33,922

-11.7% from 2023

Annual return

13.89%

-2.05 pp from 2023

Benchmarks

See 21,762 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort21,762 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.85M

Not enough data

1 years with asset history on file

Average account balance

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

$34K

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.

215.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$74K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+13.89%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1889

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 codes2G2J2E2T

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$159K

$4069 / participant

Other / not subdivided$159K100.0%

% of EOY assets

5.569%

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

$33,922

$81,233-58.2%

$155,567-78.2%

$80,874-58.1%

Participation rate

84.6%

66.2%+18.4pp

78.2%+6.4pp

67.6%+17.0pp

Annual return

13.89%

33.33%-19.4pp

64.74%-50.8pp

35.62%-21.7pp

Employer contribution / active EE

$566

$3,101-81.7%

$4,674-87.9%

$2,756-79.4%

Participant deferral / active EE

$1,332

$3,452-61.4%

$5,628-76.3%

$4,297-69.0%

Admin fee / account holder

$1,889

$7,998-76.4%

$15,916-88.1%

$6,935-72.8%

403(B) THRIFT PLAN OF KCAA PRESCHOOLS OF HAWAI'I

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF KCAA PRESCHOOLS OF HAWAI'I

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