Kualoa Ranch Hawaii, Inc. 401(k) Savings Plan
Sponsored by Kualoa Ranch Hawaii, Inc. · EIN 990238054 · Plan #002
- Total assets
- $9.0M
- Net assets
- $9.0M
- Active participants
- 449
- With balances
- 211
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 97% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward D Jones & Co Lp | Investment advisory (plan) | $24,517 |
| Empower Annuity Insurance Company | Recordkeeping fees | $21,141 |
| Hicks Pension Group | Contract administrator | $19,376 |
| Morningstar Inc Dba | Other fees | $3,129 |
| Empower Advisory Group, Llc | Investment management | $245 |