Ohana Pacific Management Company Retirement Plan
Sponsored by Ohana Pacific Management Co., Inc. · EIN 990353868 · Plan #001
- Total assets
- $11.5M
- Net assets
- $11.5M
- Active participants
- 586
- With balances
- 199
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 · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward D. Jones & Co. Lp | Investment advisory (plan), Investment management fees (direct) | $26,027 |
| Empower Annuity Insurance Company | Recordkeeping, Recordkeeping fees | $3,649 |
| Suemori & Inouye, Inc. | Consulting (pension), Direct payment from the plan | $1,900 |