Kona Ice 401(k) match, vesting and fees
What Kona Ice's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Ins Co of America | Schedule C ↗ |
| Independent auditor | Barnes Dennig & Company Ltd (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,379 defined-contribution plans in real estate and rental and leasing with 100 to 499 participants.
| Kona Ice: employer contribution per participant | $1,658 | |
| Peer median | $1,680 |
| Kona Ice: average balance | $23,943 | |
| Peer median | $52,722 |
| Kona Ice: admin expenses ÷ assets | 1.12% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $2.2M at the end of plan year 2021 to $4.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 184 | $4.4M | $305K | $1,658 | 1.12% | Not published | Form 5500 ↗ |
| 2023 | 160 | $3.4M | $360K | $2,250 | 1.12% | Not published | Form 5500 ↗ |
| 2022 | 135 | $2.3M | $325K | $2,423 | 1.31% | Not published | 5500-SF ↗ |
| 2021 | 67 | $2.2M | $210K | $3,127 | 1.44% | Not published | 5500-SF ↗ |
Other Kona Ice plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Kona Ice, Inc. Cash Balance Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Kona Ice match 401(k) contributions?
The match terms for the Kona Ice, Inc. 401(k) Psp Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $305K in employer contributions, about $1,658 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Kona Ice 401(k) match vested?
The vesting schedule for the Kona Ice, Inc. 401(k) Psp Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Kona Ice 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Ins Co of America. The plan administrator is Kona Ice, Inc.
I left Kona Ice. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Kona Ice, Inc, (859) 282-3203) or the recordkeeper, Empower Annuity Ins Co of America. The Kona Ice old 401(k) page lists the contacts from every plan filing. Find an old Kona Ice 401(k)
Data from the public Form 5500 annual reports Kona Ice filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Kona Ice. Not financial advice. Report a correction · Methodology