Employers › Kamehameha Schools Bernice P Bishop Estate
Recordkeeping fees per participant · Kamehameha Schools 401(k) Retirement Savings Plan · plan year 2024
$39.75
Higher than 37% of the 1,697 plans $250M to 1B that report it.
= $137,379 / 3,456
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250916170743NAL0002195841001, received 2025-09-16
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250916170743NAL0002195841001, received 2025-09-16
Percentiles compare this plan with the Schedule H plans $250M to 1B 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 2025-09-16.
Administrative expenses excluding investment management, per participant
$50.57
Higher than 32% of the 2,324 plans $250M to 1B that report it.
= $174,761 / 3,456
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250916170743NAL0002195841001, received 2025-09-16
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250916170743NAL0002195841001, received 2025-09-16
Administrative expenses per participant
$74.25
Higher than 40% of the 2,405 plans $250M to 1B that report it.
= $256,611 / 3,456
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250916170743NAL0002195841001, received 2025-09-16
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250916170743NAL0002195841001, received 2025-09-16
Administrative expenses as a share of assets
0.039%
Higher than 25% of the 2,407 plans $250M to 1B that report it.
= $256,611 / $653,492,062
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250916170743NAL0002195841001, received 2025-09-16
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250916170743NAL0002195841001, received 2025-09-16
Employer contributions per participant
$6,128
Higher than 81% of the 2,457 plans $250M to 1B that report it.
= $21,177,766 / 3,456
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250916170743NAL0002195841001, received 2025-09-16
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250916170743NAL0002195841001, received 2025-09-16
Employer share of total contributions
43.4%
Higher than 82% of the 2,459 plans $250M to 1B that report it.
= $21,177,766 / $48,784,462
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250916170743NAL0002195841001, received 2025-09-16
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250916170743NAL0002195841001, received 2025-09-16
Plan terms are not published in public filings.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · 2R participant brokerage window · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250916170743NAL0002195841001, received 2025-09-16
| Field | Value | Source |
|---|---|---|
| Plan sponsor | TRUSTEES OF THE ESTATE OF BERNICE PAUAHI BISHOP DBA KAMEHAMEHA SCHOOLS | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250916170743NAL0002195841001, received 2025-09-16 |
| Plan name | KAMEHAMEHA SCHOOLS 401(K) RETIREMENT SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250916170743NAL0002195841001, received 2025-09-16 |
| Sponsor EIN / plan number | 99-0073480 / 007 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250916170743NAL0002195841001, received 2025-09-16 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250916170743NAL0002195841001, received 2025-09-16 |
| Sponsor location | HONOLULU, HI | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250916170743NAL0002195841001, received 2025-09-16 |
| Industry (business code) | 611000, Educational services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250916170743NAL0002195841001, received 2025-09-16 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250916170743NAL0002195841001, received 2025-09-16 |
| Filing received | 2025-09-16 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250916170743NAL0002195841001, received 2025-09-16 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250916170743NAL0002195841001, received 2025-09-16 |
| Amended filing | yes | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250916170743NAL0002195841001, received 2025-09-16 |
| Participants, beginning of year | 3,474 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250916170743NAL0002195841001, received 2025-09-16 |
| Active participants | 2,596 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250916170743NAL0002195841001, received 2025-09-16 |
| Participants, end of year | 3,537 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250916170743NAL0002195841001, received 2025-09-16 |
| Participants with an account balance | 3,456 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250916170743NAL0002195841001, received 2025-09-16 |
| Total assets, beginning of year | $557,808,033 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250916170743NAL0002195841001, received 2025-09-16 |
| Total assets, end of year | $653,492,062 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250916170743NAL0002195841001, received 2025-09-16 |
| Net assets, end of year | $653,492,062 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250916170743NAL0002195841001, received 2025-09-16 |
| Total income | $128,040,606 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250916170743NAL0002195841001, received 2025-09-16 |
| Net income | $95,684,029 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250916170743NAL0002195841001, received 2025-09-16 |
| Employer contributions | $21,177,766 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250916170743NAL0002195841001, received 2025-09-16 |
| Participant contributions | $23,829,947 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250916170743NAL0002195841001, received 2025-09-16 |
| Other contributions (incl. rollovers) | $3,776,749 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250916170743NAL0002195841001, received 2025-09-16 |
| Total contributions | $48,784,462 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250916170743NAL0002195841001, received 2025-09-16 |
| Benefit payments | $32,071,702 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250916170743NAL0002195841001, received 2025-09-16 |
| Total expenses (incl. benefit payments) | $32,356,577 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250916170743NAL0002195841001, received 2025-09-16 |
| Total administrative expenses | $256,611 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250916170743NAL0002195841001, received 2025-09-16 |
| Contract administrator fees | $1,500 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250916170743NAL0002195841001, received 2025-09-16 |
| Recordkeeping fees | $137,379 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250916170743NAL0002195841001, received 2025-09-16 |
| IQPA audit fees | $37,068 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250916170743NAL0002195841001, received 2025-09-16 |
| Investment advisory and management fees | $81,850 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250916170743NAL0002195841001, received 2025-09-16 |
| Administrative expenses excluding investment management | $174,761 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250916170743NAL0002195841001, received 2025-09-16 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250916170743NAL0002195841001, received 2025-09-16 |
| Held in common/collective trusts | $402,526,632 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250916170743NAL0002195841001, received 2025-09-16 |
| Held in mutual funds | $228,281,605 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250916170743NAL0002195841001, received 2025-09-16 |
| Independent auditor | ACCUITY LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250916170743NAL0002195841001, received 2025-09-16 |
Position = column in the DOL layout for form year 2024. Filing 20250916170743NAL0002195841001, received 2025-09-16.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees | $126,245 | yes |
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $81,850 | no |
| ACCUITY LLP | ACCOUNTANT/AUDITOR | 10 Accounting (including auditing); 16 Consulting (general) | $37,068 | no |
| CARLSMITH BALL LLP | ATTORNEY/LEGAL | 29 Legal | $11,517 | no |
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 20250916170743NAL0002195841001, received 2025-09-16.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $557,808,033 | $653,492,062 | 17.2% |
| Participants with a balance | 3,424 | 3,456 | 0.9% |
| Administrative expenses | $228,098 | $256,611 | 12.5% |
| Recordkeeping fees per participant | $35.09 | $39.75 | 13.3% |
| Employer contributions | $19,786,139 | $21,177,766 | 7.0% |
Prior filing 20241010152048NAL0021332385001, received 2024-10-10; the plan years are contiguous.
Sponsor name as filed: TRUSTEES OF THE ESTATE OF BERNICE PAUAHI BISHOP DBA KAMEHAMEHA SCHOOLS; SEC registrant: KAMEHAMEHA SCHOOLS BERNICE P BISHOP ESTATE (CIK 1008663, matched by EIN).