Hawaii Preparatory Academy Defined Contribution Retirement Plan
Sponsored by Hawaii Preparatory Academy · EIN 990078306 · Plan #001 · Kamuela, HI
- Total assets
- $42.6M
- Net assets
- $42.6M
- Active participants
- 203
- With balances
- 400
Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Multnomah Group, Inc. CRD 132131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Multnomah Group, Inc. | Investment advisory (plan) | $35,541 |
| Tiaa | Recordkeeping fees, Account maintenance fees | $23,622 |
| Cw Associates Cpa | Accounting | $12,146 |
| New Pinnacle Consulting Group, Llc | Consulting (pension) | $6,150 |