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MAKENA FINANCIAL SERVICES, LLC

EIN 20-8574019-financial services-Latest filing 2024
Plans
1
Retirement
1
$1.4M assets
Welfare
0
Participants
4
9700 VILLAGE CENTER DR. SUITE 236 - GRANITE BAY, CA 95661916-757-6934makenafinancialservices.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$1.4M - 4 part

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Retirement#001

MAKENA FINANCIAL SERVICES 401(K)/PROFIT SHARING PLAN

401k

Assets$1.4M
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MAKENA FINANCIAL SERVICES 401(K)/PROFIT SHARING PLAN401k$1.4M42024
Retirement plans
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