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  1. Companies/
  2. Ohana Advisors Management, LLC

Filings through Oct 24, 2026.

Ohana Advisors Management, LLC

EIN 27-2658055-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$2.1M assets
Health & Benefits
0
Participants
18
101 LUCAS VALLEY ROAD, SUITE 202 - SAN RAFAEL, CA 94903415-479-9149
Plans on this EIN
1 filing
#001401(k)-$2.1M - 18 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

OHANA ADVISORS MANAGEMENT 401(K) PLAN & TRUST

401(k)

Assets$2.1M
Participants18
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001OHANA ADVISORS MANAGEMENT 401(K) PLAN & TRUST401(k)$2.1M182025
  • OHANA ADVISORS MANAGEMENT 401(K) PLAN & TRUST$2.1M
    #001 · 401(k) · 202518
Retirement plans
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