Waianae Coast Comprehensive Health Center Pension Trust Plan
Sponsored by Waianae District Comprehensive Health And Hospital Board Inc. · EIN 990148164 · Plan #002
- Total assets
- $31.7M
- Net assets
- $31.7M
- Active participants
- 519
- With balances
- 882
Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Financial Advisors Investments | Investment management | $53,647 |
| Empower Advisory Group | Investment management | $22,980 |
| Empower Annuity Insurance Company | Recordkeeping fees | $17,435 |
| Charles Schwab & Company, Inc. | Securities brokerage | $100 |