Hawaii Island Community Health Center 403(b) Plan
Sponsored by West Hawaii Community Health Center, Inc. Dba Hawaii Island Community · EIN 200495394 · Plan #001
- Total assets
- $12.9M
- Net assets
- $12.9M
- Active participants
- 439
- With balances
- 629
Plan year beginning 01/01/2024 · Profit-sharing, 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 |
| Packerland Brokerage Services, Inc. CRD 37031 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Hicks Pension Group | Contract administrator | $55,071 |
| Packerland Brokerage Services | Investment advisory (plan) | $33,970 |
| Empower Annuity Insurance Company | Recordkeeping fees | $29,971 |
| Saxony Capital Management | Other fees | $4,025 |
| Empower Advisory Group Llc | Investment management | $3,944 |
| World Investement Advisors Llc | Other fees | $1,342 |
| Empower Advisory Group, Llc | Investment management | $0 |
| Empower Annuity Insurance Company | Recordkeeping fees | $0 |
| Hicks Pension Group | Contract administrator | $0 |