Retirement Plan For Employees Of Bishop Museum
Sponsored by Bishop Museum · EIN 990161980 · Plan #001
- Total assets
- $9.8M
- Net assets
- $9.8M
- Active participants
- 37
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aon Consulting | Actuarial, Consulting (pension), Direct payment from the plan | $64,890 |
| Bank Of Hawaii | Trustee (institutional), Direct payment from the plan, Investment management fees (indirect) | $20,842 |
| Morgan Stanley Smith Barney Llc | Investment advisory (plan), Direct payment from the plan, Other investment fees and expenses | $17,726 |