Retirement plan

HAWAII AVIATION CONTRACT SERVICES, INC. 401(K) RETIREMENT SAVINGS PLAN

Name: HAWAII AVIATION CONTRACT SERVICES, INC. - HAWAII AVIATION CONTRACT SERVICES, INC. 401(K) RETIREMENT SAVINGS PLAN (2024) Form 5500
Creator: HAWAII AVIATION CONTRACT SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HAWAII AVIATION CONTRACT SERVICES, INC. 401(K) RETIREMENT SAVINGS PLAN, HAWAII AVIATION CONTRACT SERVICES, INC.

HAWAII AVIATION CONTRACT SERVICES, INC.EIN 99-0283844Plan #002PY 2024

44-150 KAHINANI WAY - KANEOHE, HI 96744808-833-4190

Other plans on this EIN

1 filing

#003Retirement-$4.8M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$8.7M

+0.9% from 2023

Total participants

-14.3% from 2023

Average account balance

$514,086

+24.7% from 2023

Annual return

9.88%

-2.28 pp from 2023

Benchmarks

See 9,725 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort9,725 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.67M

Not enough data

1 years with asset history on file

Average account balance

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

$569K

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.

340.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$150K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$30K

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

+9.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3147

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 codes2E2F2G2J2R2T3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$909K

$151452 / participant

Other / not subdivided$909K100.0%

% of EOY assets

10.398%

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

$514,086

$90,691+466.9%

$76,119+575.4%

$145,884+252.4%

Participation rate

83.3%

74.5%+8.9pp

69.1%+14.3pp

80.3%+3.0pp

Annual return

9.88%

624.52%-614.6pp

361.25%-351.4pp

551.85%-542.0pp

Employer contribution / active EE

$20,836

$3,329+525.9%

$2,693+673.8%

$4,662+346.9%

Participant deferral / active EE

$1,407

$5,167-72.8%

$4,259-67.0%

$6,690-79.0%

Admin fee / account holder

$53,454

$8,383+537.6%

$6,421+732.4%

$13,392+299.2%

HAWAII AVIATION CONTRACT SERVICES, INC. 401(K) RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HAWAII AVIATION CONTRACT SERVICES, INC. 401(K) RETIREMENT SAVINGS 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