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Original filing (PDF)20251027061825NAL0005452737001
BISHOP MUSEUM
Form 5500
FILING_RECEIVED
BISHOP MUSEUM IN USA RETIREMENT SAVINGS MULTIPLE EMPLOYER PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
8 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BISHOP MUSEUM.
Plan sponsor
Name
BISHOP MUSEUM
EIN
99-0161980
Address
1525 BERNICE STREET · HONOLULU, HI · 96817
Phone
(808) 848-4171
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Name
PENTEGRA SERVICES, INC.
EIN
13-3745616
City
WHITE PLAINS, NY
Phone
(844) 367-2848
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-27
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CW ASSOCIATES, CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $3K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT MANAGEMENT | $10K | — |
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT ADVISOR | $5K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES INC. | — | BLACKLICK, OH | CONTRACT ADMIN | $9K | — |
Investments
8 pooled funds· $0
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| SSGA RUSSELL SMALL/MID CAP INDEX FU STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 461 | Common Collective Trust | $0 | — |
| PUTNAM LARGE CAP VALUE TRUST 1A PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 001 | Common Collective Trust | $0 | — |
| STATE ST US BOND INDEX NL CI K STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 462 | Common Collective Trust | $0 | — |
| FRANKLIN GROWTH GG TRUST CIT S GREAT GRAY · EIN 82-3341628 / PN 360 | Common Collective Trust | $0 | — |
| SSGA GLOBAL ALL CAP EQUITY EX-US IN STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 456 | Common Collective Trust | $0 | — |
| BLACKROCK TOTAL RETURN BOND CI 6 GREAT GRAY · EIN 82-2941483 / PN 264 | Common Collective Trust | $0 | — |
| CLEARBRIDGE SMALL CAP GROWTH CIT CI GREAT GRAY · EIN 38-4065336 / PN 000 | Common Collective Trust | $0 | — |
| STATE STREET S&P 500 INDEX K STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 90-0337987 / PN 388 | Common Collective Trust | $0 | — |