Raquel Hicks signed Punahou School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Punahou School's EIN is 99-0073523.
Download the official 2024 Form 5500 (PDF) for Punahou School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Punahou School's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $145K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | ADVISOR | $73K | — |
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.
| % of plan | |||
|---|---|---|---|
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | $10.7M | 3.3% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEW PINNACLE CONSULTING GROUP, LLC | 26-1233837 | — | TPA | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KMH, LLP | 42-1539623 | — | AUDITOR | $23K | — |
