Hawaii Carpenters 401(k) Fund's EIN is 55-0822045.
Download the official 2024 Form 5500 (PDF) for Hawaii Carpenters 401(k) Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hawaii Carpenters 401(k) Fund's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAWAII BENEFIT ADMINISTRATORS, INC | 99-0329747 | — | NONE | $323K | — |
| RAYMOND JAMES & ASSOCIATES, INC | 59-1237041 | HONOLULU, HI | NONE | $168K | — |
| EIDE BAILLY LLP | 45-0250958 | — | NONE | $102K | — |
| SHANLEY A PROFESSIONAL CORP | 95-4022565 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $34K |
| — |
| THE SEGAL COMPANY | 94-1503999 | SAN FRANCISCO, CA | NONE | $22K | — |
| FIRST HAWAIIAN BANK | 99-0034327 | — | NONE | $12K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Guaranteed Income Fund * GUARANTEED INCOME FUND Fixed Annuities N/A | Other securities | — | — | $47.2M | 18.3% | |
| AMERICAN FUNDS AMERICAN MUTUAL R4 Shares of mutual funds N/A | Mutual Funds | — | — | $27.7M | 10.7% | |
| LARGE CAP GROWTH III FUND (AMERCENT EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 435 | Pooled Separate Account | — | — | $26.1M | 10.1% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $25.6M | 9.9% | |
| COLUMBIA OVERSEAS VALUE INSTL 2 Shares of mutual funds N/A | Other securities | — | — | $16.8M | 6.5% | |
| MFS INTNL GROWTH EQUITY (IS PLATFOR EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 839 | Pooled Separate Account | — | — | $16.6M | 6.4% | |
| CORE BOND ENHANCED INDEX / PGIM FUN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 036 | Pooled Separate Account | — | — | $16.0M | 6.2% | |
| VANGUARD TOTAL INTL STOCK INDEX ADMIRAL Shares of mutual funds N/A | Mutual Funds | — | — | $16.0M | 6.2% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $15.4M | 6.0% | |
| MID CAP GROWTH / ARTISAN PARTNERS F EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 185 | Pooled Separate Account | — | — | $11.9M | 4.6% | |
| MFS MID CAP VALUE R4 Shares of mutual funds N/A | Mutual Funds | — | — | $11.1M | 4.3% | |
| COLUMBIA TRUST SMALL CAP VALUE II 1 COLUMBIA CT OR SVF · EIN 41-0007957 / PN 000 | Common Collective Trust | — | — | $10.2M | 3.9% | |
| SMALL CAP GROWTH / TIMESSQUARE FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 132 | Pooled Separate Account | — | — | $5.9M | 2.3% | |
| DRYDEN S&P 500 INDEX FUND (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 123 | Pooled Separate Account | — | — | $4.4M | 1.7% | |
| INCOMEFLEX SELECT LIFETIME CONS GR- EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 514 | Pooled Separate Account | — | — | $1.4M | 0.5% | |
| INCOMEFLEX SELECT LIFETIME BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 513 | Pooled Separate Account | — | — | $1.1M | 0.4% | |
| INCOMEFLEX SELECT CONSERVATIVE GROWTH FD Variable Annuities N/A | Other securities | — | — | $1.1M | 0.4% | |
| Money Market Mutual Funds BlackRock Liquidity Fed Fund Money Market Mutual Funds N/A | Cash / Money Market | — | — | $909K | 0.4% | |
| REAL ESTATE / COHEN & STEERS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 305 | Pooled Separate Account | — | — | $658K | 0.3% | |
| VANGUARD SMALL CAP INDEX ADM Shares of mutual funds N/A | Mutual Funds | — | — | $514K | 0.2% | |
| VANGUARD MID CAP INDEX FUND - ADMIRAL Shares of mutual funds N/A | Common Collective Trusts | — | — | $390K | 0.2% | |
| Stable Value Fund Prudential Trusteed Directed Stable Value Fund N/A | Stable Value | — | — | $373K | 0.1% | |
| INCOMEFLEX SELECT LIFETIME INC &EQ- EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 515 | Pooled Separate Account | — | — | $293K | 0.1% | |
| INCOMEFLEX SELECT CONSERVATIVE GROWTH FD Variable Annuities N/A | Other securities | — | — | $284K | 0.1% | |
| INCOMEFLEX SELECT INCOME & EQUITY FUND Variable Annuities N/A | Other securities | — | — | $269K | 0.1% | |
| INCOMEFLEX SELECT INCOME & EQUITY FUND Variable Annuities N/A | Other securities | — | — | $24K | <0.1% | |
| SMALL CP GRWTH I (MGD BY BROWN ADVI EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 650 | Pooled Separate Account | — | — | $0 | <0.1% | |
| SMALL CAP VALUE / KENNEDY CAPITAL F EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 257 | Pooled Separate Account | — | — | $0 | <0.1% |
