AUMdb

Hanalani Schools 403(b) Plan

Sponsored by Hanalani Schools · EIN 237334963 · Plan #001

Total assets
$7.7M
Net assets
$7.7M
Active participants
95
With balances
133

Plan year beginning 09/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

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
Iian Amir Dba Shomer Hawaii Llc Investment advisory (plan), Consulting fees $16,393
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $9,850