Hawaii Truckers Teamsters Union Pension Plan
Sponsored by Trustees Of Hawaii Truckers Teamsters Union Pension Fund · EIN 996009518 · Plan #001 · Honolulu, HI
- Total assets
- $166M
- Net assets
- $166M
- Active participants
- 366
- 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 |
|---|---|---|
| Sustainable Growth Advisers, Lp CRD 127447 | deterministic · 100% | 2024 |
| River Road Asset Management, Llc CRD 134918 | deterministic · 100% | 2024 |
| 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 | Accounting, Contract administrator | $202,190 |
| Sustainable Growth Advisers | Investment management | $116,302 |
| First Hawaiian Bank | Custodial (securities) | $83,341 |
| Honolulu Actuarial Consultants | Consulting (pension), Actuarial | $56,230 |
| River Road Asset Management | Investment management | $49,698 |
| Segal Marco Advisors | Investment advisory (plan) | $48,859 |
| Singerlewak Llp | Accounting | $41,268 |