AUMdb

Hepa 401(k) Profit Sharing Plan

Sponsored by Hawaii Emergency Physicians Associated, Inc. · EIN 990175536 · Plan #005

Total assets
$63.9M
Net assets
$63.9M
Active participants
92
With balances
140

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
Newport Group Consulting, Llc CRD 140944 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Newport Group Consulting Investment advisory (plan) $37,882
Newport Group, Inc. Claims processing, Recordkeeping $10,865