Department of Labor filing

IRONGATE WAIKIKI LLC

IRONGATE WAIKIKI LLC 401(K) PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Nov 26, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

73filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$1,255

Reported employer contributions per active participant.

Higher than about 68% of comparable plans

#People in the filing

234

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$19 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 82% of comparable plans

↗Investment performance

Not available

Plan assets changed 16.6%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202473out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions68th percentileTypical peer $868 · based on 206 comparable plans

Lower reported administrative expense82nd percentileTypical peer $90 · based on 218 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, IRONGATE WAIKIKI LLC reported $293,562 in employer contributions across the plan and 234 active participants. That works out to $1,255 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy77%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 10.7%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 10.7%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context73/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $293,562
Participant contributions: $997,868
Other contributions: $125,422
Employer share of reported contributions: 22.7%
Beginning assets: $12,752,025
Ending assets: $14,868,018
Ending net assets: $14,868,018
Ending liabilities: $0
Total income: $3,575,222
Total expenses: $1,459,229
Administrative expenses: $6,124
Participant loans: $463,014

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2023

$1,133

2024

$1,255

Plan-paid administrative expenses per participant

2023

$17

2024

$19

Active participants

2023

256

2024

234

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$1,255	234	14.9M	20251126140047NAL0002444259001
2023	$1,133	256	12.8M	20241011093800NAL0038334272001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 3.1%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 934923055-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: May 1, 2011
Industry: Accommodation and food services
Amended filing: Yes
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
ALLIANZ GLOBAL INVESTORS DISTRIBUTO	2024	Not reported	unknown
ARIEL DISTRIBUTORS, LLC	2024	Not reported	unknown
DAVIS DISTRIBUTORS, LLC	2024	Not reported	unknown
DIMENSIONAL FUND ADVISORS	2024	Not reported	unknown
FIDELITY DISTRIBUTORS CORP.	2024	Not reported	unknown
J.P. MORGAN INVESTMENT MANAGEMENT	2024	Not reported	unknown
MFS FUND DISTRIBUTORS, INC.	2024	Not reported	unknown
PRUDENTIAL INVESTMENTS LLC	2024	Not reported	unknown
T. ROWE PRICE	2024	Not reported	unknown
VANGUARD	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20251126140047NAL0002444259001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗