Halekulani Corporation Cash Accumulation Plan
Sponsored by Halekulani Corporation · EIN 990202926 · Plan #001
- Total assets
- $105M
- Net assets
- $105M
- Active participants
- 951
- With balances
- 1,181
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corp | Contract administrator, Redemption fees, Investment advisory (participants) | $104,860 |
| Sageview Advisory | Investment advisory (plan) | $40,000 |
| Kmh Llp | Accounting | $20,852 |