Retirement Plan For Employees Of Hawaiian Electric Industries, Inc. And Participating Subsidiaries
Sponsored by Hawaiian Electric Industries, Inc. · EIN 990208097 · Plan #001
- Total assets
- $1.9B
- Net assets
- $1.9B
- Active participants
- 2,139
- 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 |
|---|---|---|
| Stafford Capital Partners Inc. CRD 171419 | deterministic · 100% | 2024 |
| Earnest Partners Llc CRD 107926 | deterministic · 100% | 2024 |
| Franklin Advisers, Inc. CRD 104517 | deterministic · 100% | 2024 |
| Gamco Asset Management Inc. CRD 104950 | deterministic · 100% | 2024 |
| Payden & Rygel CRD 107160 | fuzzy_auto · 98% | 2024 |
| Nfj Investment Group, Llc CRD 310902 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stafford Capital Partners | Investment management, Investment management fees (direct), Other services | $1,202,243 |
| Merrill Lynch | Investment management, Investment management fees (direct) | $909,423 |
| Willis Towers Watson Us Llc | Actuarial, Consulting (pension), Direct payment from the plan | $564,150 |
| The Bank Of New York Mellon | Trustee (institutional), Direct payment from the plan, Shareholder servicing fees | $277,845 |
| Earnest Partners Llc | Investment management, Securities brokerage, Investment management fees (direct) | $253,700 |
| Invesco Trust Company | Investment management, Investment management fees (direct) | $173,886 |
| Franklin Advisers, Inc. | Investment management, Investment management fees (direct), Soft dollars commissions | $119,332 |
| Fidelity Inst Asset Mgmt Trust Co | Investment management, Investment management fees (direct), Soft dollars commissions | $89,238 |
| Gamco Asset Management, Inc. | Investment management, Investment management fees (direct) | $85,239 |
| Payden & Rygel | Investment management, Investment management fees (direct) | $73,840 |
| Nfj Investment Group, Llc | Investment advisory (plan), Investment management fees (direct), Soft dollars commissions | $68,354 |
| Macquarie Inv. Management Advisors | Investment management, Investment management fees (direct), Soft dollars commissions | $43,202 |
| Cw Associates, Cpas | Accounting, Direct payment from the plan | $28,012 |
| Lsm Consultants Llc | Accounting, Direct payment from the plan | $19,893 |
| Trucker Huss, Apc | Legal, Direct payment from the plan | $14,464 |