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  2. KOHALA HEALTHCARE ADMINISTRATIVE SERVICES, LLC
Sponsor portfolio

KOHALA HEALTHCARE ADMINISTRATIVE SERVICES, LLC

EIN 26-4118760-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
19
1900 BARTON SPRINGS ROAD, SUITE# 5030 - AUSTIN, TX 78704512-828-6997
Plans on this EIN
2 filings
#002CashBalance-$959K - 10 part#001401k-$204K - 9 part

Retirement portfolio analytics

2 plans aggregated / $1.2M assets / 19 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • CASH BALANCE PLAN (#002)82%
  • KOHALA 401(K) (#001)18%
Total $1.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)10
  • KOHALA 401(K) (#001)9
Total 19Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

KOHALA CASH BALANCE PLAN

CashBalance

Assets$959K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

KOHALA 401(K) PLAN

401k

Assets$204K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002KOHALA CASH BALANCE PLANCashBalance$959K102024
001KOHALA 401(K) PLAN401k$204K92025
Retirement plans
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