Hotel Industry Ilwu Pension Plan
Sponsored by Board Of Trustees Of The Hotel Industry Ilwu Pension Plan · EIN 996027621 · Plan #001
- Total assets
- $319M
- Net assets
- $316M
- Active participants
- 6,605
- 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 |
| Quest Investment Management, Llc CRD 110640 | deterministic · 100% | 2024 |
| Yousif Capital Management, Llc CRD 312511 | deterministic · 100% | 2024 |
| American Century Investment Management Inc CRD 105778 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pacific Administrators | Contract administrator, Accounting | $498,778 |
| Earnest Partners, Llc | Investment management, Soft dollars commissions | $327,440 |
| Victory Capital Management | Investment management, Soft dollars commissions | $198,385 |
| First Hawaiian Bank | Custodial (securities) | $163,238 |
| Quest Investment Management, Inc | Soft dollars commissions, Investment management | $143,317 |
| Yousif Capital Management | Investment management | $136,058 |
| Rael & Letson | Consulting (pension), Actuarial | $126,955 |
| American Century Investments | Investment management, Soft dollars commissions | $84,744 |
| Honolulu Actuarial Consultants Inc | Consulting (pension) | $74,031 |
| Gyl Financial Synergies | Investment advisory (plan) | $51,500 |
| Singerlewak, Llp | Accounting | $35,052 |
| Yee & Kawashima Lllp | Legal | $19,316 |