Kuakini Health System 403(b) match, vesting and fees

Plan year 2024 filingKuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan · Plan 002 · EIN 99-0225140Updated Oct 2026

What Kuakini Health System's 403(b) plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The plan year 2024 filing reports $2.3M in employer contributions, about $1,732 per participant. That total includes any match and profit-sharing; it is not a match formula. Plan year 2024 Form 5500 ↗
$122,193
Average account balance
1,337
Participants (end of year)
$163M
Plan assets (end of year)
0.10%
Admin expenses ÷ assets

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.

RecordkeeperTransamerica Retirement SolutionsSchedule C ↗
Independent auditorKkdly LLC (disclaimer opinion, limited scope)Schedule H ↗
Plan type and status403(b) · ActiveForm 5500 ↗

How the plan compares

Plan year 2024 medians for 1,281 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.

Kuakini Health System: employer contribution per participant$1,732
Peer median$1,358
Kuakini Health System: average balance$122,193
Peer median$44,442
Kuakini Health System: admin expenses ÷ assets0.10%
Peer median0.21%

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 $155M at the end of plan year 2021 to $163M at the end of plan year 2024.

$155M2021$132M2022$149M2023$163M2024
End-of-year figures from each plan year's Form 5500 filing for the Kuakini Health System plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
20241,337$163M$2.3M$1,7320.10%Not publishedForm 5500 ↗
20231,357$149M$2.3M$1,6730.09%Not publishedForm 5500 ↗
20221,368$132M$2.2M$1,6390.11%Not publishedForm 5500 ↗
20211,384$155M$2.2M$1,5710.15%Not publishedForm 5500 ↗

Other Kuakini Health System plans (1)

Each plan files its own Form 5500. Figures are from each plan's latest filing.

Kuakini Health System Retirement Plan

Plan 001 · EIN 99-0225140 · plan year 2024 filing
$79,116
Average account balance
876
Participants (end of year)
$69.3M
Plan assets (end of year)
1.42%
Admin expenses ÷ assets

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.

Independent auditorKkdly LLC (unmodified opinion, limited scope)Schedule H ↗
Plan type and statusPension (defined benefit) · FrozenForm 5500 ↗

Common questions

Does Kuakini Health System match 401(k) contributions?

The match terms for the Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan have not been published from its filing yet. The plan year 2024 filing reports $2.3M in employer contributions, about $1,732 per participant. That total includes any match and profit-sharing; it is not a match formula.

When is the Kuakini Health System 401(k) match vested?

The vesting schedule for the Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan is not in the data published so far. Your Summary Plan Description states it.

Who manages the Kuakini Health System 401(k)?

The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Kuakini Health System.

I left Kuakini Health System. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (Kuakini Health System, (808) 547-9148) or the recordkeeper, Transamerica Retirement Solutions. The Kuakini Health System old 401(k) page lists the contacts from every plan filing. Find an old Kuakini Health System 401(k)

Data from the public Form 5500 annual reports Kuakini Health System 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 Kuakini Health System. Not financial advice. Report a correction · Methodology