Hawaii Masons And Plasterers Annuity Plan
Sponsored by Board Of Trustees Of The Hawaii Masons & Plasterers Annuity Trust Fund · EIN 996024001 · Plan #001 · Honolulu, HI
- Total assets
- $127M
- Net assets
- $126M
- Active participants
- 1,088
- With balances
- 4,137
Plan year beginning 03/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ssi Investment Management Llc CRD 104889 | deterministic · 100% | 2024 |
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 99% | 2024 |
| Sierra Investment Partners, Inc. CRD 110954 | deterministic · 100% | 2024 |
| Old Glory Asset Management Llc CRD 126013 | deterministic · 100% | 2024 |
| Fenimore Asset Management, Inc. CRD 110946 | deterministic · 100% | 2024 |
| Barrow, Hanley, Mewhinney & Strauss, Llc CRD 105519 | deterministic · 100% | 2024 |
| Oaknest Capital Management, Llc CRD 327251 | fuzzy_auto · 98% | 2024 |
| Pacific Income Advisers Inc CRD 104719 | fuzzy_auto · 100% | 2024 |
| Three Peaks Capital Management, Llc CRD 127402 | deterministic · 100% | 2024 |
| Focus Investment Advisors, Inc CRD 109970 | deterministic · 100% | 2024 |
| Washington Capital Management Inc CRD 105253 | deterministic · 100% | 2024 |
| Bank Of Hawaii CRD 112324 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benefit Risk Management Services | Plan administrator | $197,501 |
| Ssi Investment Management | Investment management | $165,000 |
| Raymond James & Associates | Investment advisory (plan) | $118,546 |
| Singerlewak Llp | Accounting | $107,523 |
| Sierra Investment Partners, Inc. | Investment management | $98,616 |
| Old Glory Asset Management Llc | Investment management | $73,664 |
| First Hawaiian Bank | Custodial (securities) | $68,187 |
| Yoshida & Associates | Legal | $60,381 |
| Fenimore Asset Management | Investment management | $53,668 |
| Barrow Hanley Global Investors | Investment management | $41,920 |
| Honolulu Actuarial Consultants | Actuarial | $35,079 |
| Oakhurst Capital Management Llc | Investment management | $29,313 |
| Pacific Income Advisors | Investment management | $23,644 |
| Three Peaks Capital Management | Investment management | $22,802 |
| Focus Investment Advisors, Inc. | Investment management | $14,189 |
| Washington Capital Management | Investment management, Consulting (general) | $13,402 |
| Bank Of Hawaii | Investment management | $7,413 |