AUMdb

Kama'aina Care 401(k) Retirement Plan

Sponsored by Kama'aina Care, Inc · EIN 990261935 · Plan #001

Total assets
$7.5M
Net assets
$7.5M
Active participants
458
With balances
455

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Raymond James Financial Services Advisors, Inc CRD 149018 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
John Hancock Recordkeeping, Participant loan processing, Float revenue $21,478
Raymond James Financial Services In Investment advisory (plan) $19,257