Kahuna Usa 401(k) Plan
Sponsored by Kahuna Usa Llc · EIN 852947213 · Plan #001
- Total assets
- $13.2M
- Net assets
- $13.2M
- Active participants
- 103
- With balances
- 143
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 |
|---|---|---|
| Edward Jones | Recordkeeping, Consulting (pension), Direct payment from the plan | $58,796 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $30,554 |
| David L. Buck, Cpa | Recordkeeping, Trustee (institutional), Other services | $8,500 |
| Mesirow Financial Investment Manage | Participant loan processing, Direct payment from the plan | $0 |