Employers › Hawaiian Airlines › plan 008
Recordkeeping fees per participant · Hawaiian Airlines, Inc. 401(k) Savings Plan · plan year 2024
$1.96
Higher than 2% of the 1,697 plans $250M to 1B that report it.
= $8,550 / 4,368
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251010160133NAL0004395203001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010160133NAL0004395203001, received 2025-10-10
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 2025-10-10.
Administrative expenses excluding investment management, per participant
$1.96
Higher than 1% of the 2,324 plans $250M to 1B that report it.
= $8,550 / 4,368
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251010160133NAL0004395203001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010160133NAL0004395203001, received 2025-10-10
Administrative expenses per participant
$27.50
Higher than 10% of the 2,405 plans $250M to 1B that report it.
= $120,115 / 4,368
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010160133NAL0004395203001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010160133NAL0004395203001, received 2025-10-10
Administrative expenses as a share of assets
0.023%
Higher than 13% of the 2,407 plans $250M to 1B that report it.
= $120,115 / $528,709,213
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010160133NAL0004395203001, received 2025-10-10
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251010160133NAL0004395203001, received 2025-10-10
Employer contributions per participant
$3,700
Higher than 60% of the 2,457 plans $250M to 1B that report it.
= $16,161,670 / 4,368
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010160133NAL0004395203001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010160133NAL0004395203001, received 2025-10-10
Employer share of total contributions
40.0%
Higher than 75% of the 2,459 plans $250M to 1B that report it.
= $16,161,670 / $40,447,006
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010160133NAL0004395203001, received 2025-10-10
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251010160133NAL0004395203001, received 2025-10-10
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251010160133NAL0004395203001, received 2025-10-10
| Field | Value | Source |
|---|---|---|
| Plan sponsor | HAWAIIAN AIRLINES INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251010160133NAL0004395203001, received 2025-10-10 |
| Plan name | HAWAIIAN AIRLINES, INC. 401(K) SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251010160133NAL0004395203001, received 2025-10-10 |
| Sponsor EIN / plan number | 99-0042880 / 008 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251010160133NAL0004395203001, received 2025-10-10 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251010160133NAL0004395203001, received 2025-10-10 |
| Sponsor location | HONOLULU, HI | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251010160133NAL0004395203001, received 2025-10-10 |
| Industry (business code) | 481000, Transportation and warehousing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251010160133NAL0004395203001, received 2025-10-10 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251010160133NAL0004395203001, received 2025-10-10 |
| Filing received | 2025-10-10 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251010160133NAL0004395203001, received 2025-10-10 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251010160133NAL0004395203001, received 2025-10-10 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251010160133NAL0004395203001, received 2025-10-10 |
| Participants, beginning of year | 5,098 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251010160133NAL0004395203001, received 2025-10-10 |
| Active participants | 4,150 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251010160133NAL0004395203001, received 2025-10-10 |
| Participants, end of year | 5,094 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251010160133NAL0004395203001, received 2025-10-10 |
| Participants with an account balance | 4,368 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010160133NAL0004395203001, received 2025-10-10 |
| Total assets, beginning of year | $466,679,951 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251010160133NAL0004395203001, received 2025-10-10 |
| Total assets, end of year | $528,709,213 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251010160133NAL0004395203001, received 2025-10-10 |
| Net assets, end of year | $528,709,213 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251010160133NAL0004395203001, received 2025-10-10 |
| Total income | $107,458,663 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251010160133NAL0004395203001, received 2025-10-10 |
| Net income | $62,029,262 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251010160133NAL0004395203001, received 2025-10-10 |
| Employer contributions | $16,161,670 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010160133NAL0004395203001, received 2025-10-10 |
| Participant contributions | $22,875,841 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251010160133NAL0004395203001, received 2025-10-10 |
| Other contributions (incl. rollovers) | $1,409,495 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251010160133NAL0004395203001, received 2025-10-10 |
| Total contributions | $40,447,006 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251010160133NAL0004395203001, received 2025-10-10 |
| Benefit payments | $45,025,549 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251010160133NAL0004395203001, received 2025-10-10 |
| Total expenses (incl. benefit payments) | $45,429,401 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251010160133NAL0004395203001, received 2025-10-10 |
| Total administrative expenses | $120,115 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010160133NAL0004395203001, received 2025-10-10 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251010160133NAL0004395203001, received 2025-10-10 |
| Recordkeeping fees | $8,550 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251010160133NAL0004395203001, received 2025-10-10 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251010160133NAL0004395203001, received 2025-10-10 |
| Investment advisory and management fees | $111,565 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251010160133NAL0004395203001, received 2025-10-10 |
| Administrative expenses excluding investment management | $8,550 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251010160133NAL0004395203001, received 2025-10-10 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251010160133NAL0004395203001, received 2025-10-10 |
| Held in common/collective trusts | $275,563,496 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251010160133NAL0004395203001, received 2025-10-10 |
| Held in mutual funds | $244,404,965 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251010160133NAL0004395203001, received 2025-10-10 |
| Independent auditor | CLARK NUBER P.S. | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251010160133NAL0004395203001, received 2025-10-10 |
Position = column in the DOL layout for form year 2024. Filing 20251010160133NAL0004395203001, received 2025-10-10.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $95,712 | yes |
| CURCIO WEBB LLC | NONE | 27 Investment advisory (plan) | $15,853 | no |
| EMPOWER ANNUITY INS CO OF AMERICArecordkeeper | NONE | 64 Recordkeeping fees; 50 Direct payment from the plan; 37 Participant loan processing; 15 Recordkeeping and information management | $8,550 | yes |
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 20251010160133NAL0004395203001, received 2025-10-10.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $466,679,951 | $528,709,213 | 13.3% |
| Participants with a balance | 4,348 | 4,368 | 0.5% |
| Administrative expenses | $63,985 | $120,115 | 87.7% |
| Recordkeeping fees per participant | $0.21 | $1.96 | 845.7% |
| Employer contributions | $15,637,413 | $16,161,670 | 3.4% |
Prior filing 20241008133113NAL0016769857001, received 2024-10-08; the plan years are contiguous.