Kukio Golf and Beach Club 401(k) match, vesting and fees
What Kukio Golf and Beach Club'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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Verity Cpas (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 908 defined-contribution plans in arts, entertainment, and recreation with 100 to 499 participants.
| Kukio Golf and Beach Club: employer contribution per participant | $1,571 | |
| Peer median | $1,540 |
| Kukio Golf and Beach Club: average balance | $91,045 | |
| Peer median | $48,682 |
| Kukio Golf and Beach Club: admin expenses ÷ assets | 0.12% | |
| Peer median | 0.36% |
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 $15M at the end of plan year 2021 to $19.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 319 | $19.8M | $343K | $1,571 | 0.12% | Not published | Form 5500 ↗ |
| 2023 | 316 | $16.2M | $294K | $1,458 | 0.14% | Not published | Form 5500 ↗ |
| 2022 | 316 | $12.9M | $267K | $1,360 | 0.15% | Not published | Form 5500 ↗ |
| 2021 | 326 | $15M | $235K | $1,306 | 0.14% | Not published | Form 5500 ↗ |
Common questions
Does Kukio Golf and Beach Club match 401(k) contributions?
The match terms for the Kukio Golf and Beach Club 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $343K in employer contributions, about $1,571 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Kukio Golf and Beach Club 401(k) match vested?
The vesting schedule for the Kukio Golf and Beach Club 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Kukio Golf and Beach Club 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Kukio Golf and Beach Club.
I left Kukio Golf and Beach Club. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Kukio Golf and Beach Club, (808) 325-4152) or the recordkeeper, Fidelity Investments Institutional. The Kukio Golf and Beach Club old 401(k) page lists the contacts from every plan filing. Find an old Kukio Golf and Beach Club 401(k)
Data from the public Form 5500 annual reports Kukio Golf and Beach Club 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 Kukio Golf and Beach Club. Not financial advice. Report a correction · Methodology