Hawai'i Pacific Health 401(k) Plan
Sponsored by Hawai'i Pacific Health · EIN 990246363 · Plan #010
- Total assets
- $117M
- Net assets
- $117M
- Active participants
- 0
- With balances
- 728
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Milliman, Inc. | Recordkeeping, Consulting (pension), Copying and duplicating | $89,093 |
| Morgan Stanley | Investment advisory (plan), Other investment fees and expenses, Direct payment from the plan | $26,348 |
| Mosaic Pacific Investment Advisor | Investment advisory (participants) | $8,612 |
| Charles Schwab & Co., Inc. | Custodial (securities), Securities brokerage, Securities brokerage commissions | $266 |