Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan
Sponsored by Waimanalo Health Center · EIN 990273205 · Plan #003
- Total assets
- $7.6M
- Net assets
- $7.6M
- Active participants
- 135
- With balances
- 147
Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Profit-sharing
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 |
|---|---|---|
| Mutual Of America Sec. Corp Llc | Recordkeeping, Participant loan processing, Other services | $4,729 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $7.6M | 135 | ack 20260108124146NAL0012028624001 |
| 01/01/2021 | $4.5M | 109 | ack 20250416142413NAL0002296515001 |