Hualalai Investors 401(k) Plan
Sponsored by Hualalai Investors, Llc · EIN 593836047 · Plan #001
- Total assets
- $17.3M
- Net assets
- $17.3M
- Active participants
- 11
- With balances
- 171
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 |
|---|---|---|
| Leafhouse Financial Advisors, Llc | Investment advisory (plan), Investment management fees (direct) | $10,743 |
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $4,305 |