How big is Ohana Management, LLC's plan?

Ohana Management, LLC's plan reported $1.9M in assets and 39 participants for 2024.

Original filing (PDF)20250814182149NAL0009803937001

Ohana Management, LLC

Name: Ohana Management, LLC — Ohana Management, LLC 401(k), Form 5500 (2024)
Creator: Ohana Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ohana Management, LLC 401(k) Plan

401(k) retirement plan · Ohana Management, LLC's Ohana Management, LLC 401(k) Plan held $1.9M in plan assets for 39 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

Ohana Management, LLC's EIN is 84-3223400.

EIN 84-3223400

Plan number 001

Plan year 2024

ACK ID 20250814182149NAL0009803937001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ohana Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ohana Management, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OHANA MANAGEMENT, LLC.

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Plan health score

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

Vendor & structure

100

Helping the score