Kamehameha Schools 401(k) Retirement Savings Plan
Sponsored by Trustees Of The Estate Of Bernice Pauahi Bishop Dba Kamehameha Schools · EIN 990073480 · Plan #007
- Total assets
- $653M
- Net assets
- $653M
- Active participants
- 2,596
- With balances
- 3,456
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $126,245 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $81,850 |
| Accuity Llp | Accounting, Consulting (general) | $37,068 |
| Carlsmith Ball Llp | Legal | $11,517 |