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  2. LUNG ROSE VOSS & WAGNILD
Sponsor portfolio

LUNG ROSE VOSS & WAGNILD

EIN 99-0243681-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$16.9M assets
Welfare
0
Participants
103
P.O. BOX 1760 - HONOLULU, HI 968061760808-523-9000
Plans on this EIN
2 filings
#005MoneyPurchase-$15.4M - 52 part#006401k-$1.5M - 51 part

Retirement portfolio analytics

2 plans aggregated / $16.9M assets / 103 participants

Assets by plan

Share of aggregate retirement assets

91%top
  • MONEY PURCHASE PENSION (#005)91%
  • 401K RETIREMENT PLAN (#006)9%
Total $16.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MONEY PURCHASE PENSION (#005)52
  • 401K RETIREMENT PLAN (#006)51
Total 103Click 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#005

LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN

MoneyPurchase

Assets$15.4M
Participants52
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#006

LUNG ROSE VOSS & WAGNILD 401K RETIREMENT PLAN

401k

Assets$1.5M
Participants51
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
005LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLANMoneyPurchase$15.4M522024
006LUNG ROSE VOSS & WAGNILD 401K RETIREMENT PLAN401k$1.5M512025
Retirement plans
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