Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MAUI REAL ESTATE ADVISORS LLC
EIN 46-1125186real estateLatest filing 2024
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
14
161 WAILEA IKE PLACE, #A102 - WAILEA, HI 96753808-298-3780mauirealestateadvisors.comLinkedIn1-10 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 14 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
MAUI REAL ESTATE ADVISORS LLC 401(K) PROFIT SHARING PLAN
401k
Assets$1.3M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MAUI REAL ESTATE ADVISORS, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$735K
Participants4
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 | MAUI REAL ESTATE ADVISORS LLC 401(K) PROFIT SHARING PLAN | 401k | $1.3M | 10 | 2024 | |
| 002 | MAUI REAL ESTATE ADVISORS, LLC CASH BALANCE PENSION PLAN | CashBalance | $735K | 4 | 2024 |
Retirement plans