Hotel Union And Hotel Industry Of Hawaii 401(k) Retirement Savings Plan
Sponsored by Hotel 401(k) Retirement Savings Plan · EIN 990292187 · Plan #002
- Total assets
- $171M
- Net assets
- $170M
- Active participants
- 7,334
- With balances
- 3,459
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| 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 |
|---|---|---|
| First Hawaiian Bank | Custodial (securities), Soft dollars commissions | $99,261 |
| Group Plan Administrators, Inc. | Plan administrator | $92,099 |
| Stephen Horn Insurance Services | Insurance brokerage commissions, Insurance agents and brokers | $47,655 |
| Wells Fargo Advisors | Investment advisory (plan) | $18,750 |
| Mccracken, Stemerman & Holsberry | Legal | $12,700 |
| U.N.I.T.E. H.E.R.E. Local 5 | Participant communication, Other services | $8,696 |