Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ARTHUR Y. MORI & ASSOCIATES, INC.
EIN 99-0112411architecture & planningLatest filing 2024
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
13
1314 S KING ST STE 955 - HONOLULU, HI 968141944808-596-2421LinkedIn1-10 employeesarchitecture & planning
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 13 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#001
ARTHUR Y. MORI & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$2.6M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ARTHUR Y. MORI & ASSOCIATES, INC. CASH BALANCE PLAN
CashBalance
Assets$776K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ARTHUR Y. MORI & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | 401k | $2.6M | 7 | 2024 | |
| 002 | ARTHUR Y. MORI & ASSOCIATES, INC. CASH BALANCE PLAN | CashBalance | $776K | 6 | 2024 |
Retirement plans