Hawaii Carpenters Financial Security Fund
Sponsored by Hawaii Carpenters Financial Security Fund · EIN 990264272 · Plan #003
- Total assets
- $662M
- Net assets
- $661M
- Active participants
- 4,242
- With balances
- 7,254
Plan year beginning 01/01/2024 · Money purchase, Profit-sharing
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 |
| Washington Capital Management Inc CRD 105253 | deterministic · 100% | 2024 |
| Focus Investments, Llc CRD 125813 | deterministic · 100% | 2024 |
| Bank Of Hawaii CRD 112324 | deterministic · 100% | 2024 |
| Sierra Investment Partners, Inc. CRD 110954 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James & Associates | Investment advisory (plan), Investment management fees (direct) | $538,283 |
| First Hawaiian Bank | Custodial (securities), Investment management | $523,992 |
| Hawaii Benefit Administrators, Inc. | Plan administrator, Direct payment from the plan | $416,147 |
| Washington Capital Management | Investment management, Investment management fees (direct) | $192,926 |
| Focus Investments | Investment management, Investment management fees (direct) | $167,837 |
| The Segal Company | Investment advisory (plan), Investment management fees (direct) | $70,360 |
| Eide Bailly Llp | Accounting, Direct payment from the plan | $50,553 |
| Bank Of Hawaii | Custodial (securities), Investment management | $36,503 |
| Shanley A Professional Corp. | Legal, Direct payment from the plan | $26,147 |
| Sierra Investment Partners | Investment management, Investment management fees (direct) | $9,053 |