AUMdb

Iolani School Defined Contribution Retirement Plan

Sponsored by Iolani School · EIN 990073502 · Plan #002

Total assets
$203M
Net assets
$203M
Active participants
541
With balances
751

Plan year beginning 01/01/2024 · Total participant-directed account, Default investment account (QDIA)

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
Tiaa Recordkeeping fees, Account maintenance fees $14,337
New Pinnacle Consulting Group, Llc Consulting (pension) $7,528