Hawaii Community Foundation 401(k) Profit Sharing Plan
Sponsored by Hawaii Community Foundation · EIN 990261283 · Plan #001
- Total assets
- $14.3M
- Net assets
- $14.3M
- Active participants
- 87
- With balances
- 120
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 |
|---|---|---|
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock | Recordkeeping, Participant loan processing, Float revenue | $27,816 |
| Raymond James Financial Services | Investment advisory (plan) | $25,407 |
| Millennium Invt & Ret. Advisors Llc | Investment advisory (plan) | $5,082 |