Hawaii Iron Workers' Pension Plan
Sponsored by Board Of Trustees Of Hawaii Iron Workers Pension Trust Fund · EIN 996025105 · Plan #001 · Waipahu, HI
- Total assets
- $176M
- Net assets
- $176M
- Active participants
- 649
- With balances
- 0
Plan year beginning 04/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fenimore Asset Management, Inc. CRD 110946 | deterministic · 100% | 2024 |
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 97% | 2024 |
| Ssi Investment Management Llc CRD 104889 | deterministic · 100% | 2024 |
| Hudson Edge Investment Partners, Inc. CRD 104870 | deterministic · 100% | 2024 |
| Whitestar Advisors, Llc CRD 124627 | deterministic · 100% | 2024 |
| Three Peaks Capital Management, Llc CRD 127402 | deterministic · 100% | 2024 |
| Bank Of Hawaii CRD 112324 | deterministic · 100% | 2024 |
| Oaknest Capital Management, Llc CRD 327251 | fuzzy_auto · 96% | 2024 |
| Focus Investment Advisors, Inc CRD 109970 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Hawaii Iron Workers Admin Office | Plan administrator | $1,177,904 |
| Fenimore Asset Management | Investment management | $260,126 |
| First Hawaiian Bank | Custodial (securities), Investment management | $210,954 |
| Raymond James & Associates | Investment advisory (plan) | $173,037 |
| Ssi Investment Management, Inc | Investment management | $124,626 |
| Singerlewak | Accounting | $95,288 |
| Hudson Edge Investment Partners Inc | Investment management | $65,722 |
| Milliman | Actuarial, Consulting (pension) | $65,000 |
| Whitestar Advisors, Llc | Investment management | $59,500 |
| Three Peaks Capital Management | Investment management | $41,187 |
| Yamamoto Caliboso Hetherington | Legal | $28,382 |
| Bank Of Hawaii | Investment management | $23,406 |
| Oakhurst Capital Management, Llc | Investment management | $9,768 |
| T. George Paris | Trustee (individual) | $9,270 |
| Barbett Harris | Trustee (individual) | $8,879 |
| Focus Investment Advisors | Investment management | $8,196 |