Territorial Savings Bank Employee Retirement Plan
Sponsored by Bank Of Hope · EIN 953972168 · Plan #010
- Total assets
- $22.0M
- Net assets
- $22.0M
- Active participants
- 75
- 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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Advisors, Llc | Investment advisory (plan), Direct payment from the plan, Soft dollars commissions | $147,449 |
| Buck Global, Llc | Actuarial, Consulting (pension), Direct payment from the plan | $68,637 |
| Moss Adams Llp | Accounting, Direct payment from the plan | $40,644 |