AUMdb

Pension Plan For Hawaii Dental Service

Sponsored by Hawaii Dental Service · EIN 990107971 · Plan #001

Total assets
$40.9M
Net assets
$40.9M
Active participants
113
With balances
0

Plan year beginning 01/01/2024

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 · 97% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Raymond James & Associates Investment advisory (plan), Investment management fees (direct) $45,285
Matrix Trust Company Trustee (institutional), Recordkeeping fees $18,302