Kamehameha Schools Retirement Plan
Sponsored by Kamehameha Schools · EIN 990073480 · Plan #002
- Total assets
- $294M
- Net assets
- $292M
- Active participants
- 942
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wellington Management Company Llp CRD 106595 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wellington Management Company, Llp | Investment management, Direct payment from the plan, Investment management fees (direct) | $649,312 |
| Aon Consulting Inc. | Actuarial, Consulting (general), Direct payment from the plan | $515,019 |
| Accuity Llp | Accounting, Direct payment from the plan | $41,675 |
| The Bank Of New York Mellon | Custodial (other), Custodial (securities), Trustee (institutional) | $23,500 |
| Carlsmith Ball, Llp | Legal, Direct payment from the plan | $2,273 |