Alaka'ina Foundation 401(k) Savings Plan
Sponsored by Alaka'ina Foundation · EIN 450538257 · Plan #001
- Total assets
- $99.2M
- Net assets
- $99.2M
- Active participants
- 1,471
- With balances
- 2,043
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $213,891 |
| Merrill Lynch | Insurance agents and brokers, Insurance services, Insurance brokerage commissions | $97,378 |