Punahou School Defined Contribution Retirement Plan
Sponsored by Punahou School · EIN 990073523 · Plan #001
- Total assets
- $326M
- Net assets
- $326M
- Active participants
- 1,709
- With balances
- 1,487
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sageview Advisory Group, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping fees, Account maintenance fees | $144,781 |
| Sageview Advisory Group, Llc | Investment management, Direct payment from the plan, Investment management fees (indirect) | $72,626 |
| Kmh, Llp | Accounting | $22,969 |
| New Pinnacle Consulting Group, Llc | Consulting (general) | $6,316 |