MAKENA FINANCIAL SERVICES 401(K)/PROFIT SHARING PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
4
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score
94
/ 100
Grade A
Top-tier plan health
Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
79
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAKENA FINANCIAL SERVICES, LLC.
Plan sponsor
Name
MAKENA FINANCIAL SERVICES, LLC
EIN
20-8574019
Address
9700 VILLAGE CENTER DR. SUITE 236 · GRANITE BAY, CA · 95661
