AUMdb

Honolulu Freight Service 401 K Plan

Sponsored by Honolulu Freight Service · EIN 952001046 · Plan #001

Total assets
$22.3M
Net assets
$22.3M
Active participants
233
With balances
274

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
The Baldwin Group Wealth Advisors, Llc CRD 312284 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
The Baldwin Group Wealth Advisors Investment advisory (participants) $52,293
John Hancock Life Insurance Company Recordkeeping, Investment management, Shareholder servicing fees $2,882