Kona Brewing Company 401(k) Plan
Sponsored by Kona Brewery Llc · EIN 270051257 · Plan #001
- Total assets
- $3.4M
- Net assets
- $3.4M
- Active participants
- 207
- With balances
- 213
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Participant loan processing, Recordkeeping, Recordkeeping fees | $21,947 |
| Kestra Advisory Services. | Investment advisory (plan), Direct payment from the plan | $14,603 |