Hgea Staff Retirement Plan
Sponsored by Hawaii Government Employees Association · EIN 990040535 · Plan #001 · Honolulu, HI
- Total assets
- $41.0M
- Net assets
- $41.0M
- Active participants
- 68
- 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 |
|---|---|---|
| Bank Of Hawaii CRD 112324 | deterministic · 100% | 2024 |
| 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 |
|---|---|---|
| Bank Of Hawaii | Investment management, Investment management fees (direct) | $102,182 |
| Honolulu Actuarial Consultants Inc. | Actuarial, Consulting (pension), Direct payment from the plan | $29,843 |
| Morgan Stanley Smith Barney Llc | Investment advisory (plan), Direct payment from the plan, Other investment fees and expenses | $20,000 |
| Kkdly Llc | Accounting, Direct payment from the plan | $9,326 |
| First Hawaiian Bank | Custodial (other), Custodial (securities), Direct payment from the plan | $6,024 |