Ohana Legacy Partners, INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Ohana Legacy Partners, INC.
  • Sponsor EIN: 334058057
  • Sponsor Address: 475 HUKILIKE ST STE F, KAHULUI, HI, 967323517
  • Plan Type: DC
  • Total Participants: 36
  • Total Assets: $5.7M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202436$5.7M$272,296$0

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