Pamcah Ua Local 675 Annuity Plan
Sponsored by Board Of Trustees Of Pamcah Ua Local 675 Annuity Fund · EIN 990221545 · Plan #002
- Total assets
- $383M
- Net assets
- $383M
- Active participants
- 1,593
- With balances
- 3,412
Plan year beginning 08/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Congress Asset Management Company, Llp CRD 105161 | fuzzy_auto · 97% | 2024 |
| Dodge & Cox CRD 104596 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pamcah Administrative Office | Plan administrator | $247,623 |
| Congress Asset Management | Investment management | $245,334 |
| Ckw Financial Group | Investment management fees (direct) | $221,464 |
| Pacific Income Advisors | Investment management fees (direct) | $168,337 |
| Dodge & Cox | Investment management | $113,391 |
| Nwq Investment Management Company | Investment management fees (indirect), Investment management | $110,493 |
| First Hawaiian Bank | Custodial (securities), Other fees | $110,354 |
| Singerlewak Llp | Accounting | $51,309 |
| The Segal Company | Consulting (general) | $35,641 |
| Trucker Huss | Legal, Direct payment from the plan | $26,565 |
| Kmh Llp | Accounting | $14,162 |
| Segal Select Insurance Services | Insurance brokerage commissions | $0 |