Pension Plan For Officers And Staff Of Ilwu Local 142
Sponsored by International Longshore And Warehouse Union Local 142 · EIN 990078610 · Plan #001 · Honolulu, HI
- Total assets
- $43.4M
- Net assets
- $43.3M
- Active participants
- 59
- 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 |
|---|---|---|
| Victory Capital Management Inc. CRD 106189 | deterministic · 100% | 2024 |
| 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 |
|---|---|---|
| Victory Capital Management | Investment management, Investment management fees (direct), Soft dollars commissions | $202,245 |
| Wells Fargo Advisors | Investment advisory (plan), Consulting fees | $40,214 |
| First Hawaiian Bank | Custodial (other), Custodial (securities), Sub-transfer agency fees | $27,643 |