Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ALOHA MEDICAL GROUP, LLC
EIN 26-3497122medical practiceLatest filing 2024
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
6
1380 LUSITANA STREET, SUITE 612 - HONOLULU, HI 96813808-450-2290alohamedicalgroup.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.9M assets / 6 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ALOHA MEDICAL GROUP, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$2.8M
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
ALOHA MEDICAL GROUP, LLC 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$1.2M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ALOHA MEDICAL GROUP, LLC CASH BALANCE PENSION PLAN | CashBalance | $2.8M | 2 | 2024 | |
| 001 | ALOHA MEDICAL GROUP, LLC 401(K) RETIREMENT SAVINGS PLAN | 401k | $1.2M | 4 | 2024 |
Retirement plans