Kuhana Associates, Llc 401(k) Retirement Savings Plan
Sponsored by Kuhana Associates Llc · EIN 990335219 · Plan #001
- Total assets
- $7.9M
- Net assets
- $7.9M
- Active participants
- 498
- With balances
- 216
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 |
|---|---|---|
| Merill Lynch Agency, Inc. | Investment advisory (plan) | $34,387 |
| Transamerica Financial Life Ins Com | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $21,975 |
| Spectrum Pension Consultants, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $0 |