Ilwu (Hawaii) Employers General Pension Plan
Sponsored by Board Of Trustees Of The Ilwu (Hawaii) Employers General Pension Trust · EIN 996027623 · Plan #001
- Total assets
- $90.7M
- Net assets
- $89.6M
- Active participants
- 1,972
- 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 |
|---|---|---|
| Earnest Partners Llc CRD 107926 | deterministic · 100% | 2024 |
| Victory Capital Management Inc. CRD 106189 | deterministic · 100% | 2024 |
| Yousif Capital Management, Llc CRD 312511 | deterministic · 100% | 2024 |
| Alta Capital Management Llc CRD 106786 | deterministic · 100% | 2024 |
| American Century Investment Management Inc CRD 105778 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Earnest Partners | Investment management, Soft dollars commissions | $158,976 |
| Pacific Administrators, Inc. | Contract administrator, Copying and duplicating | $147,633 |
| First Hawaiian Bank | Trustee (institutional), Soft dollars commissions, Other services | $73,165 |
| Honolulu Actuarial Consultants | Actuarial | $70,157 |
| Victory Capital Management | Investment management, Soft dollars commissions | $58,469 |
| Yousif Capital Management | Investment management, Soft dollars commissions | $52,607 |
| Gyl Financial Synergies,Llc | Investment advisory (plan) | $51,500 |
| Alta Capital Management | Investment management, Soft dollars commissions | $33,477 |
| Singerlewak, Llp | Accounting | $30,199 |
| American Century Investement Mgmt | Investment management, Soft dollars commissions | $25,363 |
| Yee & Kawashima Lllp | Legal | $8,381 |