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Original filing (PDF)20250513152408NAL0040943266004
BOARD OF TRUSTEES OF PAMCAH-UA LOCAL 675 ANNUITY FUND
Form 5500
FILING_RECEIVED
PAMCAH-UA LOCAL 675 ANNUITY PLAN
Defined-contribution retirement plan
Signals · 2
No recordkeeper disclosed11 service providers
Active participants
1,504
Accounts w/ balance
3,281
Plan assets (EOY)
$349.0M
Net assets (EOY)
$349.0M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
100
Knocking points off
- 34 bps in Schedule C fees — 238% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES OF PAMCAH-UA LOCAL 675 ANNUITY FUND.
Plan sponsor
Name
BOARD OF TRUSTEES OF PAMCAH-UA LOCAL 675 ANNUITY FUND
EIN
99-0221545
Address
1109 BETHEL STREET, RM 403 · HONOLULU, HI · 968132218
Phone
(808) 536-4408
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-08-01
Tax period
2024-07-31
Filed
2025-05-13
Pension benefit codes
2C · Money purchase (other than target benefit)
Audit & trust (Schedule H)
Auditor
SINGERLEWAK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
11 rowsOther
11| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONGRESS ASSET MANAGEMENT | 04-2848965 | — | NONE | $242K | — |
| PAMCAH ADMINISTRATIVE OFFICE | 99-0110375 | — | ADMINISTRATIVE OFFICE | $236K | — |
| CKW FINANCIAL GROUP | 27-1156797 | — | NONE | $188K | — |
| PACIFIC INCOME ADVISORS | 95-4067974 | — | NONE | $132K | — |
| DODGE & COX | 94-1441976 | — | NONE | $102K | — |
| FIRST HAWAIIAN BANK | 99-0034327 | — | NONE | $99K | — |
| NWQ INVESTMENT MANAGEMENT COMPANY | 04-3161875 | — | NONE | $63K | — |
| SINGERLEWAK LLP | 95-2302617 | — | NONE | $48K | — |
| TRUCKER HUSS | 94-3216063 | — | NONE | $41K | — |
| THE SEGAL COMPANY | 94-1503999 | — | NONE | $30K | — |
| SEGAL SELECT INSURANCE SERVICES | 46-0619194 | — | NONE | $0 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.