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Sponsor portfolio

OHANA ENDODONTICS, LLC

EIN 47-4070210-medical practice-Latest filing 2024
Plans
2
Retirement
2
$4.5M assets
Welfare
0
Participants
10
34 GARTLEY PLACE - HONOLULU, HI 96817808-561-2790ohanaendo.netLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002TraditionalDB-$3.6M - 5 part#001401k-$926K - 5 part

Retirement portfolio analytics

2 plans aggregated / $4.5M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • DEFINED BENEFIT PENSION (#002)80%
  • PROFIT SHARING PLAN (#001)20%
Total $4.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PENSION (#002)5
  • PROFIT SHARING PLAN (#001)5
Total 10Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

OHANA ENDODONTICS, LLC DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$3.6M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

OHANA ENDODONTICS, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$926K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002OHANA ENDODONTICS, LLC DEFINED BENEFIT PENSION PLANTraditionalDB$3.6M52024
001OHANA ENDODONTICS, LLC 401(K) PROFIT SHARING PLAN401k$926K52024
Retirement plans
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