Hawaii Tapers' Annuity Plan
Sponsored by Board Of Trustees Of Hawaii Tapers' Annuity Trust Fund · EIN 990209408 · Plan #001
- Total assets
- $50.7M
- Net assets
- $50.7M
- Active participants
- 320
- With balances
- 388
Plan year beginning 07/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benefit & Risk Management Services | Contract administrator, Recordkeeping | $45,773 |
| Segal Marco Advisors | Investment advisory (plan) | $32,354 |
| First Hawaiian Bank | Custodial (securities) | $30,410 |
| Singerlewak Llp | Accounting | $29,895 |
| Group Plan Administrators | Contract administrator, Accounting, Recordkeeping | $21,999 |
| Kmh, Llp | Accounting | $11,171 |
| Yamamoto, Caliboso, & Hetherington | Legal | $8,616 |