Hawai'i Pacific Health 403(b) Savings Plan
Sponsored by Hawai'i Pacific Health · EIN 990246363 · Plan #009
- Total assets
- $1.5B
- Net assets
- $1.5B
- Active participants
- 7,654
- With balances
- 10,093
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Lee Financial Group, Inc. CRD 121803 | fuzzy_auto · 95% | 2024 |
| Retirement Planning Group, Llc CRD 310647 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman, Inc. | Recordkeeping, Consulting (pension), Copying and duplicating | $1,048,175 |
| Mosaic Pacificinvestment Advisor | Investment advisory (participants), Securities brokerage, Securities brokerage commissions | $353,521 |
| Morgan Stanley Smith Barney Llc | Investment advisory (plan), Other investment fees and expenses, Direct payment from the plan | $234,922 |
| Brinker Capital Investments Llc | Investment advisory (participants), Securities brokerage, Securities brokerage commissions | $12,299 |
| Lee Financial Grouphawaii Inc | Investment advisory (participants), Securities brokerage, Securities brokerage commissions | $12,002 |
| The Retirementplanning Group | Investment advisory (participants), Securities brokerage, Securities brokerage commissions | $8,825 |
| Litman Gregory Wealth Mgmt | Investment advisory (participants), Securities brokerage, Securities brokerage commissions | $8,310 |
| Charles Schwab & Co., Inc. | Custodial (securities), Securities brokerage, Securities brokerage commissions | $5,210 |
| Charles Schwab Trust Bank | Custodial (other), Trustee (directed), Float revenue | $86 |