Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Catv Industry - Ibew Pension Plan
- Sponsor EIN: 816703160
- Sponsor Address: 1935 HAU STREET SUITE 450, HONOLULU, HI, 968195003
- Plan Type: DB
- Total Participants: 47
- Total Assets: $98.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 47 | $98.4M | $278,622 | $0 |
| 2023 | 286 | $89.8M | $191,054 | $0 |
| 2022 | 382 | $80.2M | $223,006 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| HAWAII ELECTRICIANS ADMIN OFFICE | Other Service Provider | $161,717 | — | $161,717 |
| SSI INVESTMENT MANAGEMENT | Other Service Provider | $149,513 | — | $149,513 |
| RAYMOND JAMES & ASSOCIATES | Recordkeeper | $58,292 | — | $58,292 |
| CENTRAL PACIFIC BANK | Other Service Provider | $41,457 | — | $41,457 |
| SINGERLEWAK LLP | Auditor | $28,272 | — | $28,272 |
| SIERRA INVESTMENT MANAGEMENT | Other Service Provider | $26,121 | — | $26,121 |
| HONOLULU ACTUARIAL CONSULTANTS, INC | Other Service Provider | $21,597 | — | $21,597 |
| FIRST HAWAIIAN BANK | Other Service Provider | $20,579 | — | $20,579 |
| THREE PEAKS CAPITAL MANAGEMENT, LLC | Other Service Provider | $15,521 | — | $15,521 |
| FOCUS INVESTMENT ADVISORS | Other Service Provider | $12,997 | — | $12,997 |
| OAKHURST CAPITAL MANAGEMENT LLC | Other Service Provider | $11,355 | — | $11,355 |
| WHITESTAR ADVISORS, LLC | Other Service Provider | $5,000 | — | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES & ASSOCIATES — Recordkeeper
- SINGERLEWAK LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $552,421
- Estimated Expense Ratio: 0.561% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $627,717 | $341,625 | $161,717 | $28,272 | — |
| 2023 | $647,684 | $380,873 | $149,695 | $27,539 | — |
| 2022 | $650,270 | $402,610 | $141,847 | — | $55,690 |