Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Catv Industry - Ibew Pension Plan
- Sponsor EIN: 996703160
- Sponsor Address: 1935 HAU STREET, ROOM 450, HONOLULU, HI, 968195003
- Plan Type: DB
- Total Participants: 286
- Total Assets: $89.8M
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. |
|---|---|---|---|---|
| 2023 | 286 | $89.8M | $191,054 | $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 |
|---|---|---|---|---|
| SSI INVESTMENT MANAGEMENT | Other Service Provider | $273,020 | — | $273,020 |
| HAWAII ELECTRICIANS ADMIN OFFICE | Other Service Provider | $206,712 | — | $206,712 |
| BLACKSAND CAPITAL, LLC | Other Service Provider | $143,136 | — | $143,136 |
| CENTRAL PACIFIC BANK | Other Service Provider | $79,100 | — | $79,100 |
| RAYMOND JAMES & ASSOCIATES | Recordkeeper | $75,554 | — | $75,554 |
| HONOLULU ACTUARIAL CONSULTANTS, INC | Other Service Provider | $60,646 | — | $60,646 |
| LEMKE, CHINEN & TANAKA, C.P.A., INC | Other Service Provider | $55,078 | — | $55,078 |
| FIRST HAWAIIAN BANK | Other Service Provider | $40,348 | — | $40,348 |
| SIERRA INVESTMENT MANAGEMENT | Other Service Provider | $35,536 | — | $35,536 |
| THREE PEAKS CAPITAL MANAGEMENT, LLC | Other Service Provider | $31,912 | — | $31,912 |
| FOCUS INVESTMENT ADVISORS | Other Service Provider | $22,490 | — | $22,490 |
| WHITESTAR ADVISORS, LLC | Other Service Provider | $20,000 | — | $20,000 |
| OAKHURST CAPITAL MANAGEMENT LLC | Other Service Provider | $15,340 | — | $15,340 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES & ASSOCIATES — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,058,872
- Estimated Expense Ratio: 1.179% 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 |
|---|---|---|---|---|---|
| 2023 | $647,684 | $380,873 | $149,695 | $27,539 | — |