Hawaii Carpenters 401(k) Fd
Sponsored by Hawaii Carpenters 401(k) Fund · EIN 550822045 · Plan #004
- Total assets
- $258M
- Net assets
- $258M
- Active participants
- 6,693
- With balances
- 7,421
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 |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Hawaii Benefit Administrators, Inc | Plan administrator, Direct payment from the plan | $322,882 |
| Raymond James & Associates, Inc | Investment advisory (plan), Investment management fees (direct) | $167,817 |
| Eide Bailly Llp | Accounting, Direct payment from the plan | $102,057 |
| Shanley A Professional Corp | Legal, Direct payment from the plan | $33,864 |
| The Segal Company | Investment advisory (plan), Investment management fees (direct) | $22,140 |
| First Hawaiian Bank | Custodial (securities), Investment management | $12,022 |