Maunalani Nursing And Rehabilitation Center 401(k) Retirement Plan
Sponsored by Maunalani Nursing And Rehabilitation Center · EIN 990249327 · Plan #002
- Total assets
- $7.0M
- Net assets
- $7.0M
- Active participants
- 129
- With balances
- 243
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $20,169 |
| Ubs Financial Services Inc | Investment advisory (plan) | $12,140 |
| Pension Services Corporation Hi13 | Recordkeeping, Participant loan processing, Recordkeeping fees | $2,821 |