Sponsor portfolio
HAWAII WEALTH MANAGEMENT, LLC
EIN 99-0360269investment bankingLatest filing 2024
Plans
1
Retirement
1
$1.2M assets
Welfare
0
Participants
2
1314 S. KING STREET, SUITE 713 - HONOLULU, HI 96814808-564-0650LinkedIn1-10 employeesinvestment banking
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HAWAII WEALTH MANAGEMENT, LLC 401(K) RETIREMENT SAVINGS PLAN | 401k | $1.2M | 2 | 2024 |
Retirement plans