401k Record

Employers › Kahua

Kahua 401(k)

Administrative expenses excluding investment management, per participant · Kahua 401(k) Plan · plan year 2024

$879.57

Higher than 100% of the 24,371 plans $10 to 50M that report it.

Source

= $161,840 / 184
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251006234240NAL0004257425001, received 2025-10-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251006234240NAL0004257425001, received 2025-10-07

10th: $15.36median $118.8890th: $340.63

Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-07.

Cost and contributions

Recordkeeping fees per participant

not reported

Not reported on this filing.

Administrative expenses per participant

$879.57

10th: $26.86median $197.2590th: $456.10

Higher than 99% of the 25,098 plans $10 to 50M that report it.

Source

= $161,840 / 184
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251006234240NAL0004257425001, received 2025-10-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251006234240NAL0004257425001, received 2025-10-07

Administrative expenses as a share of assets

1.034%

10th: 0.035%median 0.289%90th: 0.599%

Higher than 99% of the 25,132 plans $10 to 50M that report it.

Source

= $161,840 / $15,644,865
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251006234240NAL0004257425001, received 2025-10-07
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251006234240NAL0004257425001, received 2025-10-07

Employer contributions per participant

$5,281

10th: $664median $2,07490th: $4,751

Higher than 92% of the 24,050 plans $10 to 50M that report it.

Source

= $971,788 / 184
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251006234240NAL0004257425001, received 2025-10-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251006234240NAL0004257425001, received 2025-10-07

Employer share of total contributions

28.9%

10th: 13.1%median 27.9%90th: 45.2%

Higher than 54% of the 24,084 plans $10 to 50M that report it.

Source

= $971,788 / $3,359,963
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251006234240NAL0004257425001, received 2025-10-07
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251006234240NAL0004257425001, received 2025-10-07

Plan terms, as stated in Kahua, Inc.'s SEC filings

Plan terms are not published in public filings.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3F · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251006234240NAL0004257425001, received 2025-10-07

Full record, Kahua 401(k) Plan

FieldValueSource
Plan sponsorKAHUA, INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251006234240NAL0004257425001, received 2025-10-07
Plan nameKAHUA 401(K) PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20251006234240NAL0004257425001, received 2025-10-07
Sponsor EIN / plan number27-0523308 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251006234240NAL0004257425001, received 2025-10-07
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251006234240NAL0004257425001, received 2025-10-07
Sponsor locationALPHARETTA, GAForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251006234240NAL0004257425001, received 2025-10-07
Industry (business code)541519, Professional, scientific, and technical servicesForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20251006234240NAL0004257425001, received 2025-10-07
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251006234240NAL0004257425001, received 2025-10-07
Filing received2025-10-07Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251006234240NAL0004257425001, received 2025-10-07
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251006234240NAL0004257425001, received 2025-10-07
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20251006234240NAL0004257425001, received 2025-10-07
Participants, beginning of year159Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251006234240NAL0004257425001, received 2025-10-07
Active participants169Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251006234240NAL0004257425001, received 2025-10-07
Participants, end of year193Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251006234240NAL0004257425001, received 2025-10-07
Participants with an account balance184Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251006234240NAL0004257425001, received 2025-10-07
Total assets, beginning of year$12,021,418Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251006234240NAL0004257425001, received 2025-10-07
Total assets, end of year$15,644,865Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251006234240NAL0004257425001, received 2025-10-07
Net assets, end of year$15,644,865Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251006234240NAL0004257425001, received 2025-10-07
Total income$5,109,791Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251006234240NAL0004257425001, received 2025-10-07
Net income$3,623,447Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251006234240NAL0004257425001, received 2025-10-07
Employer contributions$971,788Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251006234240NAL0004257425001, received 2025-10-07
Participant contributions$2,164,510Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251006234240NAL0004257425001, received 2025-10-07
Other contributions (incl. rollovers)$223,665Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251006234240NAL0004257425001, received 2025-10-07
Total contributions$3,359,963Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251006234240NAL0004257425001, received 2025-10-07
Benefit payments$1,324,504Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251006234240NAL0004257425001, received 2025-10-07
Total expenses (incl. benefit payments)$1,486,344Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251006234240NAL0004257425001, received 2025-10-07
Total administrative expenses$161,840Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251006234240NAL0004257425001, received 2025-10-07
Contract administrator fees$161,840Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251006234240NAL0004257425001, received 2025-10-07
Administrative expenses excluding investment management$161,840derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251006234240NAL0004257425001, received 2025-10-07
Held in mutual funds$0Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251006234240NAL0004257425001, received 2025-10-07
Independent auditorAPRIO, LLPSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251006234240NAL0004257425001, received 2025-10-07

Position = column in the DOL layout for form year 2024. Filing 20251006234240NAL0004257425001, received 2025-10-07.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
MERRILL LYNCH LIFE AGENCY, INC.INVESTMENT ADVISORY-PLAN 27 Investment advisory (plan) $55,034no
TRANSAMERICA FINANCIAL LIFE INS COrecordkeeperRECORDKEEPER 15 Recordkeeping and information management; 37 Participant loan processing; 52 Investment management fees paid indirectly by plan; 62 Float revenue; 64 Recordkeeping fees; 67 Other insurance wrap fees $53,305yes
FUTUREPLAN BY ASCENSUSrecordkeeperRECORDKEEPER 15 Recordkeeping and information management; 37 Participant loan processing; 64 Recordkeeping fees $1,725yes

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251006234240NAL0004257425001, received 2025-10-07.

What changed since the 2023 plan year

Figure20232024Change
Total assets$12,021,418$15,644,86530.1%
Participants with a balance15818416.5%
Administrative expenses$77,505$161,840108.8%
Recordkeeping fees per participantnot reportednot reported
Employer contributions$740,547$971,78831.2%

Prior filing 20250303171752NAL0009129072001, received 2025-03-03; the plan years are contiguous.

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Sponsor name as filed: KAHUA, INC.; SEC registrant: Kahua, Inc. (CIK 1595071, matched by EIN).