Home > 401(k) Plans > Kokua Design Retirement Plan

Kokua Design Retirement Plan

401(k) Plan

on behalf of Kokua Design

P.o. Box 5001, 48-5466 Kukuihaele Road
Kukuihaele, HI 96727
Phone: (808) 775-0205
Associated EIN: 990343334

Kokua Design Retirement Plan is a 401(k) Plan sponsored by Kokua Design. It is located in Kukuihaele, HI.

Kokua Design Retirement Plan has a $896,000 portfolio that is mostly invested in Other Investments as of 2011-12-31. Its portfolio has $14,000 in annual income, the majority of which is from Contributions. Its expenses total $22,000 annually. Its largest expense is Distributions.

ContactRoleAddressPhone
William RogersSponsor, Administrator
P.o. Box 5001
48-5466 Kukuihaele Road
Kukuihaele, HI 96727
(808) 775-0205

Institutional Portfolio Assets (000):896
Managed Accounts-
Fixed Income-
Equities-
Loans & Leases-
Real Estate-
Other Investments896
Derivatives-
Cash-
Commodities-
Portfolio Liabilities (000):0
Short Term-
Long Term-
Other-
Portfolio Income (000):14
Other-
Loans & Leases-
Interest-
Contributions14
Dividends-
Capital Gains-
Portfolio Expenses (000):22
Other-
Capital Losses-
Fees-
Interest-
Distributions22
Qualified Client
Accredited Investor
Qualified Purchaser
Qualified Institutional Buyer
Allocation:100/0/0
Leverage ratio:0:1
Investment yield:0%
New capital yield:-0.89%
Tax status:tax-exempt
Notes
Affiliate or Log in to view and post notes.
Accurate as of: 2011-12-31. Some financial data represents an annualized extrapolation from periodic reporting.
Pension PlansBanksMutual Funds401(k) PlansESOPs403(b) PlansHedge FundsPrivate Equity FundsVenture Capital FundsOther Private FundsInvestment Advisors