AUMdb

Hale Makua Health Services 401(k) Plan

Sponsored by Hale Makua Health Services · EIN 990080460 · Plan #006

Total assets
$16.9M
Net assets
$16.9M
Active participants
426
With balances
308

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
Lpl Financial Llc CRD 6413 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insur Co Recordkeeping fees $42,260
Suemori & Inouye, Inc. Consulting (pension), Direct payment from the plan $26,379
Lpl Financial Investment advisory (plan) $26,302