Waialae Country Club 401(k) Retirement Savings Plan
Sponsored by Waialae Country Club · EIN 990057829 · Plan #002
- Total assets
- $11.4M
- Net assets
- $11.4M
- Active participants
- 133
- With balances
- 150
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services Inc | Investment advisory (participants) | $26,560 |
| John Hancock Insurance Company Usa | Recordkeeping, Investment management, Shareholder servicing fees | $86 |