Ali'i Health Center 401(a) Plan
Sponsored by Alii Health Center · EIN 833321758 · Plan #003
- Total assets
- $4.3M
- Net assets
- $4.3M
- Active participants
- 128
- With balances
- 158
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $3,860 |
| Wilshire Advisors, Llc | Investment advisory (plan), Other investment fees and expenses | $0 |