Ohana Growth Partners, Llc 401(k) Profit Sharing Plan
Sponsored by Ohana Growth Partners, Llc · EIN 671745745 · Plan #001
- Total assets
- $4.5M
- Net assets
- $4.5M
- Active participants
- 1,044
- With balances
- 470
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Forusall Advisors, Llc CRD 167241 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $40,655 |
| Forusall | Investment advisory (plan) | $14,410 |