AUMdb

Hoaloha Na Eha. Ltd. 401(k) Profit Sharing Plan

Sponsored by Hoaloha Na Eha. Ltd. · EIN 990158936 · Plan #001

Total assets
$12.8M
Net assets
$12.8M
Active participants
173
With balances
168

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
Sageview Advisory Trustee (institutional) $38,438
Lincoln National Corporation Contract administrator $755