Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KONA LUA, INC.
EIN 99-0326212facilities servicesLatest filing 2024
Plans
2
Retirement
2
$840K assets
Welfare
0
Participants
14
POST OFFICE BOX 9019 - KAILUA KONA, HI 96745808-329-1318kona-lua-inc.sbcontract.comLinkedIn1-10 employeesfacilities services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $840K assets / 14 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#002
KONA LUA, INC. 401(K) PLAN
401k
Assets$459K
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
KONA LUA, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$381K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | KONA LUA, INC. 401(K) PLAN | 401k | $459K | 6 | 2024 | |
| 001 | KONA LUA, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $381K | 8 | 2024 |
Retirement plans