Retirement plan

LIHUE AIRPORT NEWSSTAND, INC. 401(K) RETIREMENT SAVINGS PLAN

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

LIHUE AIRPORT NEWSSTAND, INC.EIN 99-0333520Plan #001PY 2024

745 FORT STREET MALL, SUITE 1900 - HONOLULU, HI 96813808-634-2645LinkedIn1-10 employeesretail

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.8M

+5.2% from 2023

Total participants

+33.3% from 2023

Average account balance

$222,554

-21.1% from 2023

Annual return

10.22%

-2.05 pp from 2023

Benchmarks

See 10,317 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort10,317 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.78M

Not enough data

1 years with asset history on file

Average account balance

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

$223K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$102K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+10.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$27724

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

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

$222K

$36965 / participant

Other / not subdivided$222K100.0%

% of EOY assets

12.457%

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

$222,554

$110,039+102.3%

$97,260+128.8%

$145,884+52.6%

Participation rate

100.0%

75.9%+24.1pp

72.7%+27.3pp

80.3%+19.7pp

Annual return

10.22%

244.44%-234.2pp

75.54%-65.3pp

551.85%-541.6pp

Employer contribution / active EE

$11,664

$3,074+279.4%

$2,721+328.7%

$4,662+150.2%

Participant deferral / active EE

$5,335

$4,674+14.1%

$4,262+25.2%

$6,690-20.2%

Admin fee / account holder

$27,724

$6,204+346.9%

$5,640+391.6%

$13,392+107.0%

LIHUE AIRPORT NEWSSTAND, INC. 401(K) RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LIHUE AIRPORT NEWSSTAND, 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