Retirement plan

ISLAND PACIFIC DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN

Name: ISLAND PACIFIC DISTRIBUTORS, INC. - ISLAND PACIFIC DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: ISLAND PACIFIC DISTRIBUTORS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ISLAND PACIFIC DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN, ISLAND PACIFIC DISTRIBUTORS, INC.

ISLAND PACIFIC DISTRIBUTORS, INC.EIN 99-0184250Plan #001PY 2025

500 ALAKAWA STREET, #114 - HONOLULU, HI 96817808-955-1126ipdhawaii.comLinkedIn11-50 employeesbuilding materials

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$6.7M

+18.0% from 2024

Total participants

+2.3% from 2024

Average account balance

$164,340

+20.9% from 2024

Annual return

13.26%

-5.09 pp from 2024

Benchmarks

See 2,358 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort2,358 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.74M

Not enough data

1 years with asset history on file

Average account balance

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

$164K

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.

110.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$316K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+13.26%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1886

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 codes2E2J2F2G3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$77K

$2090 / participant

Other / not subdivided$77K100.0%

% of EOY assets

1.148%

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

$164,340

$115,931+41.8%

$185,441-11.4%

$86,983+88.9%

Participation rate

89.2%

73.6%+15.6pp

80.3%+8.9pp

69.5%+19.6pp

Annual return

13.26%

21.47%-8.2pp

20.16%-6.9pp

25.83%-12.6pp

Employer contribution / active EE

$3,124

$2,937+6.4%

$4,672-33.1%

$2,584+20.9%

Participant deferral / active EE

$5,428

$4,551+19.3%

$6,152-11.8%

$4,194+29.4%

Admin fee / account holder

$1,886

$10,687-82.4%

$17,890-89.5%

$7,856-76.0%

ISLAND PACIFIC DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ISLAND PACIFIC DISTRIBUTORS, INC. 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