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Original filing (PDF)20250930135321NAL0013314784001
CADES SCHUTTE A LIMITED LIABILITY LAW PARTNERSHIP LLP
Form 5500
FILING_RECEIVED
PROFIT SHARING PLAN OF CADES SCHUTTE
401(k) retirement plan
Active participants
125
Accounts w/ balance
228
Plan assets (EOY)
$112.7M
Net assets (EOY)
$112.7M
How this plan invests
This plan
8 pooled trusts
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 14 bps in Schedule C fees — modestly above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CADES SCHUTTE A LIMITED LIABILITY LAW PARTNERSHIP LLP.
Plan sponsor
Name
CADES SCHUTTE A LIMITED LIABILITY LAW PARTNERSHIP LLP
EIN
99-0055190
Address
1000 BISHOP STREET, SUITE 1200 · HONOLULU, HI · 96813
Phone
(808) 521-9200
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
KMH LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | — | RECORDKEEPER | $75K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | INVESTMENT ADVISOR | $30K | — |
| AON CONSULTING INC | 22-2232264 | — | ACTUARIAL | $19K | — |
| ALPHAPOINT INC | 14-1884337 | — | INVESTMENT ADVISORY | $5K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KMH LLP | 42-1539623 | — | AUDITOR | $30K | — |
Investments
36 direct securities · 8 pooled funds· $148.8M(100% of reported assets)
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.
Uncategorized
$112.7M
36 holdings
Pooled Separate Account
$36.1M
8 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Equity-Income Admiral | — | — | — | $17.3M | 15.3% | |
| Vanguard Institutional Index Instl | — | — | — | $14.5M | 12.9% | |
| Empower Annuity Insurance Company | — | — | — | $12.6M | 11.2% | |
| LARGE CAP GROWTH/JP MORGAN INVST M EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $12.6M | 11.2% | |
| Empower Annuity Insurance Company | — | — | — | $12.2M | 10.8% | |
| Empower Annuity Insurance Company | — | — | — | $10.4M | 9.3% | |
| INCOMEFLEX SELECT BALANCED FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 513 | Pooled Separate Account | — | — | $10.4M | 9.3% | |
| Self-Directed Brokerage Accounts | — | — | — | $9.0M | 7.9% | |
| Empower Annuity Insurance Company | — | — | — | $4.2M | 3.7% | |
| SMALL CAP VALUE/VICTORY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 701 | Pooled Separate Account | — | — | $4.2M | 3.7% | |
| Empower Annuity Insurance Company | — | — | — | $3.6M | 3.2% | |
| DAY ONE INCOME FLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $3.6M | 3.2% | |
| American Funds Balanced CL R6 | — | — | — | $3.2M | 2.8% | |
| Empower Annuity Insurance Company | — | — | — | $2.9M | 2.6% | |
| CAPITAL GROUP EUROPACIFIC GROWTH SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $2.9M | 2.6% | |
| American Funds 2045 Target Date Retirement R6 | — | — | — | $2.8M | 2.5% | |
| American Funds 2035 Target Date Retirement R6 | — | — | — | $2.5M | 2.2% | |
| PGIM Jennison Mid-Cap Growth Z | — | — | — | $2.1M | 1.9% | |
| Allspring Core Plus Bond Instl | — | — | — | $1.9M | 1.7% | |
| American Funds New World R6 | — | — | — | $1.7M | 1.5% | |
| American Funds 2030 Target Date Retirement R6 | — | — | — | $1.6M | 1.4% | |
| American Funds 2025 Target Date Retirement R6 | — | — | — | $1.4M | 1.3% | |
| Empower Annuity Insurance Company | — | — | — | $945K | 0.8% | |
| INCOMEFLEX SELECT CONSERVATIVE GROW EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 514 | Pooled Separate Account | — | — | $945K | 0.8% | |
| Vanguard Wellesley Income Adm | — | — | — | $808K | 0.7% | |
| American Funds 2040 Target Date Retirement R6 | — | — | — | $787K | 0.7% | |
| First Eagle Global R6 | — | — | — | $758K | 0.7% | |
| Empower Annuity Insurance Company | — | — | — | $749K | 0.7% | |
| HIGH YIELD BOND/PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 300 | Pooled Separate Account | — | — | $749K | 0.7% | |
| Victory Sycamore Established Value I | — | — | — | $735K | 0.7% | |
| American Funds 2050 Target Date Retirement R6 | — | — | — | $733K | 0.7% | |
| Vanguard Total Bond Index | — | — | — | $709K | 0.6% | |
| Empower Annuity Insurance Company | — | — | — | $656K | 0.6% | |
| INCOMEFLEX SELECT INCOME & EQUITY F EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 515 | Pooled Separate Account | — | — | $656K | 0.6% | |
| Vanguard Total Intl Stk Index Admiral | — | — | — | $584K | 0.5% | |
| AB Small Cap Growth Advisor | — | — | — | $570K | 0.5% | |
| American Funds 2055 Target Date Retirement R6 | — | — | — | $318K | 0.3% | |
| Notes Receivable from Participants | — | — | — | $138K | 0.1% | |
| American Funds 2060 Target Date Retirement R6 | — | — | — | $109K | <0.1% | |
| Janus Henderson Balanced A | — | — | — | $101K | <0.1% | |
| American Funds SMALLCAP World R6 | — | — | — | $80K | <0.1% | |
| American Funds 2020 Target Date Retirement R6 | — | — | — | $12K | <0.1% | |
| American Funds 2010 Target Date Retirement R6 | — | — | — | $11K | <0.1% | |
| American Funds 2015 Target Date Retirement R6 | — | — | — | $6K | <0.1% |