Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FUNG ASSOCIATES, INC.
EIN 39-2067042Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
43
1600 KAPIOLANI BLVD. SUITE 1700 - HONOLULU, HI 96814808-941-3000
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.3M assets / 43 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#001
FUNG ASSOCIATES, INC. RETIREMENT PLAN
ProfitSharing
Assets$3.4M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FAI ARCHITECTS CASH BALANCE PLAN
CashBalance
Assets$941K
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FUNG ASSOCIATES, INC. RETIREMENT PLAN | ProfitSharing | $3.4M | 22 | 2025 | |
| 002 | FAI ARCHITECTS CASH BALANCE PLAN | CashBalance | $941K | 21 | 2025 |
Retirement plans