Jim Rose signed Alaka'ina Foundation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Alaka'ina Foundation's EIN is 45-0538257.
Download the official 2024 Form 5500 (PDF) for Alaka'ina Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Alaka'ina Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $214K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH | 13-2808480 | — | BROKER | $97K | — |
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