Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CHIEF DIGITAL ADVISORS, DBA LEVEL UP RN
EIN 46-4302991Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$4.1M assets
Welfare
0
Participants
17
3019 KALAKAUA AVENUE #11 - HONOLULU, HI 96815512-653-8900
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.1M assets / 17 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#002
CHIEF DIGITAL ADVISORS DEFINED BENEFIT PLAN
TraditionalDB
Assets$2.3M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
CHIEF DIGITAL ADVISORS 401(K) & PROFIT SHARING PLAN
401k
Assets$1.8M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CHIEF DIGITAL ADVISORS DEFINED BENEFIT PLAN | TraditionalDB | $2.3M | 9 | 2024 | |
| 003 | CHIEF DIGITAL ADVISORS 401(K) & PROFIT SHARING PLAN | 401k | $1.8M | 8 | 2024 |
Retirement plans