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ISLAND WEALTH MANAGEMENT, INC.

EIN 80-0247916-investment management-Latest filing 2025
Plans
1
Retirement
1
$2.7M assets
Welfare
0
Participants
10
500 ALA MOANA BLVD., SUITE 7-417 - HONOLULU, HI 96813808-525-7200islandwealth.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$2.7M - 10 part

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Retirement#001

IWM HAWAII 401(K) RETIREMENT PLAN

401k

Assets$2.7M
Participants10
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001IWM HAWAII 401(K) RETIREMENT PLAN401k$2.7M102025
Retirement plans
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