Masons Pension Plan
Sponsored by Board Of Trustees Of Masons Pension Trust Fund · EIN 996012128 · Plan #001 · Honolulu, HI
- Total assets
- $284M
- Net assets
- $284M
- Active participants
- 1,248
- With balances
- 0
Plan year beginning 03/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Old Glory Asset Management Llc CRD 126013 | deterministic · 100% | 2024 |
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 97% | 2024 |
| Sierra Investment Partners, Inc. CRD 110954 | deterministic · 100% | 2024 |
| Ssi Investment Management Llc CRD 104889 | deterministic · 100% | 2024 |
| Fenimore Asset Management, Inc. CRD 110946 | deterministic · 100% | 2024 |
| Bank Of Hawaii CRD 112324 | deterministic · 100% | 2024 |
| Barrow, Hanley, Mewhinney & Strauss, Llc CRD 105519 | fuzzy_auto · 100% | 2024 |
| Washington Capital Management Inc CRD 105253 | deterministic · 100% | 2024 |
| Oaknest Capital Management, Llc CRD 327251 | fuzzy_auto · 98% | 2024 |
| Pacific Income Advisers Inc CRD 104719 | fuzzy_auto · 100% | 2024 |
| Focus Investment Advisors, Inc CRD 109970 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Old Glory Asset Management Llc | Investment management | $534,811 |
| Benefit Risk Management Services | Plan administrator | $318,287 |
| Raymond James & Associates | Investment advisory (plan) | $205,486 |
| Sierra Investment Partners, Inc | Investment management | $148,374 |
| Singerlewak Llp | Accounting | $140,658 |
| Ssi Investment Management | Investment management | $136,425 |
| First Hawaiian Bank | Custodial (securities) | $129,461 |
| Honolulu Actuarial Consultants, Inc | Actuarial | $124,654 |
| Fenimore Asset Management | Investment management | $98,813 |
| Yoshida & Associates | Legal | $79,486 |
| Bank Of Hawaii | Investment management | $58,497 |
| Barrow Hanley Mewhinney & Strauss | Investment management | $45,752 |
| Washington Capital Management | Investment management | $22,855 |
| Oakhurst Capital Management Llc | Investment management | $20,049 |
| Pacific Income Advisors | Investment management | $10,879 |
| First Hawaiian Bank | Investment management | $10,799 |
| Focus Investment Advisors, Inc. | Investment management | $10,629 |