Kkv Retirement Plan
Sponsored by Kokua Kalihi Valley Comprehensive Family Services · EIN 990149797 · Plan #001
- Total assets
- $19.1M
- Net assets
- $19.1M
- Active participants
- 283
- With balances
- 257
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Onedigital Investment Advsrs | Investment advisory (participants), Investment advisory (plan), Investment management | $35,117 |
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Participant communication | $3,664 |
| Lincoln National Corporation | Contract administrator | $1,425 |
| Fidelity Investments | Recordkeeping fees, Account maintenance fees | $320 |