Assets by plan
Share of aggregate retirement assets
Filings through .
Chief Digital Advisors, Dba Level Up RN
EIN 46-4302991Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$4.8M assets
Health & Benefits
0
Participants
17
3019 KALAKAUA AVENUE #11 - HONOLULU, HI 96815512-653-8900
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.8M assets / 17 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
CHIEF DIGITAL ADVISORS DEFINED BENEFIT PLAN
Traditional DB
Assets$2.8M
Participants9
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
CHIEF DIGITAL ADVISORS 401(K) & PROFIT SHARING PLAN
401(k)
Assets$2.0M
Participants8
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | CHIEF DIGITAL ADVISORS DEFINED BENEFIT PLAN | Traditional DB | $2.8M | 9 | 2025 |
| #003 | CHIEF DIGITAL ADVISORS 401(K) & PROFIT SHARING PLAN | 401(k) | $2.0M | 8 | 2025 |
- #002 · Traditional DB · 20259
- #003 · 401(k) · 20258
Retirement plans