Catv Industry Ibew Pension Plan
Sponsored by Board Of Trustees Of Catv Industry Ibew Pension Plan · EIN 816703160 · Plan #001
- Total assets
- $98.4M
- Net assets
- $98.3M
- Active participants
- 47
- 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 |
|---|---|---|
| Ssi Investment Management Llc CRD 104889 | deterministic · 100% | 2024 |
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 99% | 2024 |
| Sierra Investment Management, Llc CRD 106615 | deterministic · 100% | 2024 |
| Three Peaks Capital Management, Llc CRD 127402 | deterministic · 100% | 2024 |
| Focus Investment Advisors, Inc CRD 109970 | deterministic · 100% | 2024 |
| Oaknest Capital Management, Llc CRD 327251 | fuzzy_auto · 96% | 2024 |
| Whitestar Advisors, Llc CRD 124627 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Hawaii Electricians Admin Office | Plan administrator | $161,717 |
| Ssi Investment Management | Investment management, Soft dollars commissions | $149,513 |
| Raymond James & Associates | Investment advisory (plan) | $58,292 |
| Central Pacific Bank | Custodial (securities) | $41,457 |
| Singerlewak Llp | Accounting | $28,272 |
| Sierra Investment Management | Investment management | $26,121 |
| Honolulu Actuarial Consultants, Inc | Actuarial | $21,597 |
| First Hawaiian Bank | Custodial (securities) | $20,579 |
| Three Peaks Capital Management, Llc | Investment management | $15,521 |
| Focus Investment Advisors | Investment management | $12,997 |
| Oakhurst Capital Management Llc | Investment management | $11,355 |
| Whitestar Advisors, Llc | Investment advisory (plan) | $5,000 |