AUMdb

Hawaii Insulators Pension Plan

Sponsored by Board Of Trustees Of Hawaii Insulators Pension Trust · EIN 516103706 · Plan #001

Total assets
$15.0M
Net assets
$15.0M
Active participants
83
With balances
131

Plan year beginning 09/01/2024 · Money purchase

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Victory Capital Management Inc. CRD 106189 deterministic · 100% 2024
Wells Fargo Clearing Services, Llc CRD 19616 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Pacific Administrators, Inc. Contract administrator, Copying and duplicating $93,749
Victory Capital Management Investment management, Soft dollars commissions $51,757
Singerlewak Llp Accounting $26,455
Honolulu Actuarial Consultants, Inc Consulting (general) $19,930
First Hawaiian Bank Trustee (institutional), Other services $12,280
Wells Fargo Advisors Investment advisory (plan) $12,121