AUMdb

Napili Kai, Ltd. 401(k) Plan

Sponsored by Napili Kai, Ltd. Beach Resort · EIN 990107645 · Plan #001

Total assets
$10.0M
Net assets
$10.0M
Active participants
155
With balances
186

Plan year beginning 04/01/2024 · 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
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $2,858