Roofers Union Local 221 Annuity Plan
Sponsored by Bot Roofers Union Local 221 Annuity Plan · EIN 990174607 · Plan #002
- Total assets
- $19.4M
- Net assets
- $19.4M
- Active participants
- 189
- With balances
- 313
Plan year beginning 01/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| C.M.Bidwell & Associates Ltd CRD 107449 | fuzzy_auto · 95% | 2024 |
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Hawaii Benefit Administrators Inc. | Contract administrator, Direct payment from the plan | $52,277 |
| First Hawaiian Bank | Investment management, Custodial (securities), Direct payment from the plan | $37,489 |
| C. M. Bidwell & Associates | Investment management | $25,257 |
| James P Hasselman Cpa Llc | Accounting, Direct payment from the plan | $17,141 |
| Honolulu Actuarial Consultants | Consulting (pension), Direct payment from the plan | $14,293 |
| Raymond James & Associates | Investment management fees (direct), Investment advisory (plan) | $12,500 |
| Stephen Horn Insurance Svc | Insurance agents and brokers, Insurance brokerage commissions | $7,955 |