Hawaii Iron Workers' Annuity Plan
Sponsored by Board Of Trustees Of Hawaii Iron Workers' Annuity Trust Fund · EIN 990176931 · Plan #001
- Total assets
- $59.7M
- Net assets
- $59.2M
- Active participants
- 648
- With balances
- 1,482
Plan year beginning 08/01/2024 · Money purchase, Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 99% | 2024 |
| Oaknest Capital Management, Llc CRD 327251 | fuzzy_auto · 98% | 2024 |
| Affinity Investment Advisors, Llc CRD 108278 | deterministic · 100% | 2024 |
| Hudson Edge Investment Partners, Inc. CRD 104870 | deterministic · 100% | 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 | $383,917 |
| Singerlewak Llp | Accounting | $56,545 |
| Raymond James & Associates | Investment advisory (plan) | $55,255 |
| First Hawaiian Bank | Custodial (securities), Soft dollars commissions | $46,586 |
| Oakhurst Capital Management Llc | Investment management | $41,521 |
| Affinity Investment Advisors | Investment management | $40,893 |
| Hudson Edge Investment Partners | Investment management | $32,288 |
| Yamamoto Caliboso Hetherington Lllc | Legal | $22,110 |
| Milliman, Inc. | Consulting (general) | $10,667 |
| Focus Investment Advisors, Inc. | Investment management | $9,811 |