Mauna Lani Resort 401(k) Retirement Savings Plan
Sponsored by Dhl Mahi Staffing, Llc · EIN 371860601 · Plan #001
- Total assets
- $12.3M
- Net assets
- $12.3M
- Active participants
- 203
- With balances
- 209
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 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sageview Advisory Group, Llc | Investment advisory (plan) | $16,101 |
| Kkdly Cpas Llc | Accounting | $15,916 |
| Empower Annuity Insurance Co Americ | Recordkeeping fees | $9,316 |
| Empower Advisory Group, Llc | Investment management | $6,203 |