Kapua Orchards Inc. 401(k) Profit Sharing Plan
Sponsored by Kapua Orchards Inc. · EIN 522124001 · Plan #001
- Total assets
- $4.5M
- Net assets
- $4.5M
- Active participants
- 123
- With balances
- 194
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins Co Of America | Recordkeeping fees | $32,202 |
| Hicks Pension Group | Contract administrator | $7,519 |
| 3 38 Investment Fiduciaries Inc | Investment advisory (plan) | $2,319 |
| Empower Advisory Group Llc | Investment management | $251 |