TERI Okuda signed Proservice Pacific, LLC DBA Proservice Hawaii's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Proservice Pacific, LLC DBA Proservice Hawaii's EIN is 61-1582293.
Download the official 2024 Form 5500 (PDF) for Proservice Pacific, LLC DBA Proservice Hawaii from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Proservice Pacific, LLC DBA Proservice Hawaii'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 |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $1.3M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MESIROW FINANCIAL, INC. | 36-3194849 | — | INVESTMENT ADVISORY- PLAN | $72K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TRANSAMERICA LG 2035 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 678 | Pooled Separate Account | — | — | $40.6M | 9.8% | |
| TRANSAMERICA LG 2030 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 677 | Pooled Separate Account | — | — | $36.1M | 8.7% | |
| TRANSAMERICA LG 2040 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 679 | Pooled Separate Account | — | — | $35.1M | 8.5% | |
| TRANSAMERICA LG 2045 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 680 | Pooled Separate Account | — | — | $32.7M | 7.9% | |
| TRANSAMERICA LG 2050 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 681 | Pooled Separate Account | — | — | $29.8M | 7.2% | |
| TRANSAMERICA LG 2025 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 676 | Pooled Separate Account | — | — | $28.5M | 6.9% | |
| TA VANGUARD TTL STOCK MKT IDX OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 114 | Pooled Separate Account | — | — | $24.2M | 5.9% | |
| TRANSAMERICA LG D BLACKROCK OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 683 | Pooled Separate Account | — | — | $23.8M | 5.8% | |
| TRANSAMERICA LG 2055 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 682 | Pooled Separate Account | — | — | $21.7M | 5.3% | |
| TRANSAMERICA LG 2060 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 822 | Pooled Separate Account | — | — | $16.8M | 4.1% | |
| MORGAN STANLEY GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 166 | Pooled Separate Account | — | — | $11.7M | 2.8% | |
| MACQUARIE IVY SCIENCE & TECH RET OP TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 875 | Pooled Separate Account | — | — | $9.1M | 2.2% | |
| AMERICAN FDS GR FD OF AMERICA OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 844 | Pooled Separate Account | — | — | $8.6M | 2.1% | |
| TRANSAMERICA LG CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 905 | Pooled Separate Account | — | — | $8.5M | 2.1% | |
| LOOMIS SAYLES INV GRADE BD RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 086 | Pooled Separate Account | — | — | $6.2M | 1.5% | |
| Participant loans * Participants Participant Loans Rate - 3.25% to 10.50% | Bonds / Notes | — | — | $5.7M | 1.4% | |
| PIONEER EQ INC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 907 | Pooled Separate Account | — | — | $5.0M | 1.2% | |
| ALLSPRING SPECIAL MD CP VAL RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 916 | Pooled Separate Account | — | — | $4.0M | 1.0% | |
| COLUMBIA CONTRARIAN CORE RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 864 | Pooled Separate Account | — | — | $3.7M | 0.9% | |
| TRANSAMERICA HIGH YIELD BD RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 790 | Pooled Separate Account | — | — | $3.4M | 0.8% | |
| STATE STREET S&P MD CP IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $3.1M | 0.8% | |
| AMERICAN FDS NEW PERSPECTIVE RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 828 | Pooled Separate Account | — | — | $3.1M | 0.7% | |
| AMERICAN FUNDS BALANCED RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 841 | Pooled Separate Account | — | — | $3.0M | 0.7% | |
| THORNBURG INTL VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 936 | Pooled Separate Account | — | — | $2.7M | 0.7% | |
| STATE STREET RUSSELL SM CP IDX OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 033 | Pooled Separate Account | — | — | $2.6M | 0.6% | |
| HARTFORD MID CAP RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 870 | Pooled Separate Account | — | — | $2.6M | 0.6% | |
| AMERICAN FDS EUROPACIFIC GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 842 | Pooled Separate Account | — | — | $2.3M | 0.6% | |
| INVESCO GLBL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 216 | Pooled Separate Account | — | — | $2.2M | 0.5% | |
| BLACKROCK HEALTH SCIENCES OPP OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 860 | Pooled Separate Account | — | — | $2.0M | 0.5% | |
| FRANKLIN SMALL CAP VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 035 | Pooled Separate Account | — | — | $1.9M | 0.5% | |
| DFA INFL-PRTCTD SEC POFOLIO OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 526 | Pooled Separate Account | — | — | $1.5M | 0.4% | |
| NEUBERGER BERMAN REAL EST RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 935 | Pooled Separate Account | — | — | $1.4M | 0.3% | |
| DFA U.S. SMALL CAP PRTF RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 725 | Pooled Separate Account | — | — | $1.2M | 0.3% | |
| JANUS HENDERSON TRITON RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 834 | Pooled Separate Account | — | — | $1.1M | 0.3% | |
| STATE STREET EMERG MKT IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 117 | Pooled Separate Account | — | — | $795K | 0.2% | |
| AMERICAN FUNDS NEW WORLD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 628 | Pooled Separate Account | — | — | $770K | 0.2% | |
| DFA INTL SMALL CAP VAL POFOLIO OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 723 | Pooled Separate Account | — | — | $406K | <0.1% | |
| TRANSAMERICA LG 2065 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 445 | Pooled Separate Account | — | — | $338K | <0.1% | |
| AEGON BALANCED RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 119 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROSERVICE HAWAII | 61-1582294 | — | TRUSTEE | $419K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HICKS PENSION SERVICES | 99-0178392 | — | CONSULTING | $160K | — |
