AUMdb

Kohanaiki Service Company Llc 401(k) Plan

Sponsored by Kohanaiki Service Company Llc · EIN 320355845 · Plan #001 · Kailua Kona, HI

Total assets
$4.8M
Net assets
$4.8M
Active participants
194
With balances
140

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Investment advisory (participants) $14,521
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $1,883