AUMdb

Hawaii Pacific Health Retirement Plan

Sponsored by Hawaii Pacific Health · EIN 990246363 · Plan #001

Total assets
$430M
Net assets
$429M
Active participants
5,817
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
Cambridge Associates, Llc CRD 104942 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Cambridge Associates Investment management, Investment management fees (direct) $657,321
Bank Of Hawaii Trustee (institutional), Trustee (directed), Direct payment from the plan $523,823
Arrowstreet Capital Investment management, Investment management fees (direct) $491,393
Milliman, Inc. Actuarial, Consulting (pension), Plan administrator $488,209
Littler Mendelson P.C. Legal, Direct payment from the plan $35,812
Vulcan Value Investment management, Investment management fees (direct) $35,240
Baa Capital Advisors, Inc. Named fiduciary $30,000