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Sponsor portfolio

KA'OHANA KOA, LLC

EIN 92-1750449-Retail Trade-Latest filing 2024
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
28
15644 NE FOURTH PLAIN BLVD - VANCOUVER, WA 98682360-953-3200
Plans on this EIN
2 filings
#002CashBalance-$818K - 16 part#001401k-$428K - 12 part

Retirement portfolio analytics

2 plans aggregated / $1.2M assets / 28 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • CASH BALANCE PLAN (#002)66%
  • KOA, LLC 401(K) (#001)34%
Total $1.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)16
  • KOA, LLC 401(K) (#001)12
Total 28Click 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

COLUMBIA SPORTS, LLC CASH BALANCE PLAN

CashBalance

Assets$818K
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

KA'OHANA KOA, LLC 401(K) PLAN

401k

Assets$428K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002COLUMBIA SPORTS, LLC CASH BALANCE PLANCashBalance$818K162024
001KA'OHANA KOA, LLC 401(K) PLAN401k$428K122024
Retirement plans
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