Kahua 401(k) Plan
Sponsored by Kahua, Inc. · EIN 270523308 · Plan #001
- Total assets
- $15.6M
- Net assets
- $15.6M
- Active participants
- 169
- With balances
- 184
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch Life Agency, Inc. | Investment advisory (plan) | $55,034 |
| Transamerica Financial Life Ins Co | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $53,305 |
| Futureplan By Ascensus | Recordkeeping, Participant loan processing, Recordkeeping fees | $1,725 |