David Kostecki signed Hawaii Pacific University's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hawaii Pacific University's EIN is 99-0113930.
Download the official 2023 Form 5500 (PDF) for Hawaii Pacific University from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Hawaii Pacific University's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $137K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLP | 33-0818667 | — | ADVISOR | $52K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KMH, LLP | 42-1539623 | — | AUDITOR | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEW PINNACLE CONSULTING GROUP, LLC | 26-1233837 | — | CONSULTING | $4K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Stock R2 | Other securities | — | — | $8.7M | 11.3% | |
| TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $6.7M | 8.6% | |
| TIAA Traditional Benefit Responsive 2 | Mutual Funds | — | — | $5.3M | 6.9% | |
| Lifecycle Index 2030-Inst | Other securities | — | — | $4.8M | 6.2% | |
| Growth R2 | Other securities | — | — | $4.1M | 5.3% | |
| Lifecycle Index 2040-Inst | Other securities | — | — | $3.6M | 4.6% | |
| Global Equities R2 | Other securities | — | — | $3.3M | 4.3% | |
| Lifecycle Index 2035-Inst | Other securities | — | — | $3.2M | 4.1% | |
| TIAA Traditional Non Benefit Responsive | Mutual Funds | — | — | $3.1M | 4.0% | |
| Vanguard Equity Income Adm | Mutual Funds | — | — | $2.7M | 3.5% | |
| Equity Index R2 | Common Collective Trusts | — | — | $2.6M | 3.3% | |
| Lifecycle Index 2025-Inst | Other securities | — | — | $2.5M | 3.2% | |
| Vanguard 500 Idx Adm | Common Collective Trusts | — | — | $2.3M | 3.0% | |
| International Responsible Equity | Other securities | — | — | $2.1M | 2.7% | |
| Vanguard Ttl Bd Mkt Idx Adm | Common Collective Trusts | — | — | $1.9M | 2.4% | |
| Vanguard Extended Mkt Idx Adm | Common Collective Trusts | — | — | $1.9M | 2.4% | |
| Lifecycle Index 2045-Inst | Other securities | — | — | $1.7M | 2.1% | |
| Lifecycle Index 2020-Inst | Other securities | — | — | $1.6M | 2.1% | |
| Social Choice R2 | Other securities | — | — | $1.6M | 2.0% | |
| Account | Real Estate | — | — | $1.5M | 1.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.5M | 1.9% | |
| International Equity Index-Inst | Common Collective Trusts | — | — | $1.4M | 1.8% | |
| Lifecycle Index 2050-Inst | Other securities | — | — | $1.1M | 1.5% | |
| Core Bond R2 | Other securities | — | — | $1.1M | 1.4% | |
| Money Market R2 | Cash / Money Market | — | — | $989K | 1.3% | |
| Lifecycle Index 2015-Inst | Other securities | — | — | $905K | 1.2% | |
| Large Cap Responsible Equity | Other securities | — | — | $892K | 1.2% | |
| Baird Aggregate Bond Inst | Other securities | — | — | $757K | 1.0% | |
| Lifecycle Index 2055-Inst | Other securities | — | — | $647K | 0.8% | |
| Inflation-linked Bond R2 | Other securities | — | — | $563K | 0.7% | |
| Cohen & Steers Realty Shares | Other securities | — | — | $556K | 0.7% | |
| ClearBridge Small Cp Growth IS | Other securities | — | — | $470K | 0.6% | |
| Lifecycle Index 2060-Inst | Other securities | — | — | $414K | 0.5% | |
| TIAA Traditional Non Benefit Responsive 2 | Mutual Funds | — | — | $407K | 0.5% | |
| Lifecycle Index 2010-Inst | Other securities | — | — | $285K | 0.4% | |
| US Small Instl Class | Other securities | — | — | $277K | 0.4% | |
| Core Impact Bd-Inst | Other securities | — | — | $106K | 0.1% | |
| The Hartford Internatnl Opp R6 | Other securities | — | — | $87K | 0.1% | |
| T Rowe Price Internat Discovry | Mutual Funds | — | — | $82K | 0.1% | |
| Participant Loans | Participant loans | — | — | $59K | <0.1% | |
| Lifecycle Index 2065-Inst | Other securities | — | — | $22K | <0.1% |
