FINANCIAL ADVISORS INVESTMENTS

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

1,516

Total plan assets

$84.3M

Filings (rows)

Direct comp

$132K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
WAIANAE DISTRICT COMPREHENSIVE HEALTH AND HOSPITAL BOARD INC. WAIANAE COAST COMPREHENSIVE HEALTH CENTER PENSION TRUST PLAN	WAIANAE, HI	Advisor / Consultant INVESTMENT MANAGEMENT	519	$31.7M	$54K
WAIANAE DISTRICT COMPREHENSIVE HEALTH AND HOSPITAL BOARD INC. WAIANAE COAST COMPREHENSIVE HEALTH CENTER PENSION TRUST PLAN	WAIANAE, HI	Advisor / Consultant INVESTMENT MANAGEMENT	511	$28.2M	$47K