Ali'i Health Center 403(b) Plan
Sponsored by Alii Health Center · EIN 833321758 · Plan #002
- Total assets
- —
- Net assets
- —
- Active participants
- 134
- With balances
- 51
Plan year beginning 01/01/2024 · Profit-sharing, Partial participant-directed account, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $1,962 |
| Wilshire Advisors | Investment advisory (plan), Other investment fees and expenses | $0 |