Local 665 I.A.T.S.E. Annuity Plan
Sponsored by Local 665 I.A.T.S.E. Annuity Plan · EIN 990228406 · Plan #001 · Honolulu, HI
- Total assets
- $24.8M
- Net assets
- $24.8M
- Active participants
- 690
- With balances
- 2,698
Plan year beginning 06/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Atalanta Sosnoff Capital, Llc CRD 104880 | deterministic · 100% | 2024 |
| C.M.Bidwell & Associates Ltd CRD 107449 | fuzzy_auto · 95% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Garcia Hamilton & Associates Lp CRD 108017 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Atalanta Sosnoff Capital | Investment management | $90,950 |
| C.M. Bidwell & Associates | Investment management | $81,413 |
| Morgan Stanley Smith Barney | Investment advisory (plan), Securities brokerage commissions | $52,027 |
| Benefit & Risk Management Sevices, | Plan administrator | $42,706 |
| Singerlewak Llp | Accounting | $26,178 |
| Central Pacific Bank | Custodial (other) | $21,549 |
| Garcia Hamilton & Associates Lp | Investment management | $13,355 |
| Honolulu Actuarial Consultants Inc. | Actuarial, Consulting (general) | $12,880 |
| Yee & Kawashima Llp | Legal | $11,619 |