Wally CHIN signed Hawaii Community Foundation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hawaii Community Foundation's EIN is 99-0261283.
Download the official 2024 Form 5500 (PDF) for Hawaii Community Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hawaii Community Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | 59-1517485 | — | ADVISOR | $25K | — |
| MILLENNIUM INVT & RET. ADVISORS LLC |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| WINSTON SALEM, NC |
| ADVISOR |
| $5K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Registered investment companies TIAA-CREF Lifecycle Index 2040 | Mutual Funds | — | — | $2.6M | 18.2% | |
| TIAA-CREF Lifecycle Index 2035 | Mutual Funds | — | — | $2.5M | 17.8% | |
| TIAA-CREF Lifecycle Index 2030 | Mutual Funds | — | — | $2.1M | 15.0% | |
| TIAA-CREF Lifecycle Index 2020 | Mutual Funds | — | — | $1.6M | 11.3% | |
| TIAA-CREF Lifecycle Index 2045 | Mutual Funds | — | — | $1.4M | 9.6% | |
| Vanguard 500 Index Fund Admiral | Common Collective Trusts | — | — | $1.2M | 8.6% | |
| TIAA-CREF Lifecycle Index 2025 | Mutual Funds | — | — | $927K | 6.5% | |
| TIAA-CREF Lifecycle Index 2050 | Mutual Funds | — | — | $463K | 3.2% | |
| Fidelity LC Growth Index Inst Prem | Mutual Funds | — | — | $383K | 2.7% | |
| TIAA-CREF Lifecycle Index 2055 | Mutual Funds | — | — | $325K | 2.3% | |
| Vanguard Small Cap Index Fund Admiral | Common Collective Trusts | — | — | $151K | 1.1% | |
| maturing through December 2029 | Other securities | — | — | $85K | 0.6% | |
| TIAA-CREF Lifecycle Index 2060 | Mutual Funds | — | — | $70K | 0.5% | |
| Vanguard Health Care Index Fund Admiral | Common Collective Trusts | — | — | $66K | 0.5% | |
| Vanguard FTSE Social Index Fund Admiral | Common Collective Trusts | — | — | $62K | 0.4% | |
| THE VARIABLE ANNUITY LIFE INSURANCE COREBRIDGE FINANCIAL · EIN 74-1625348 / PN 000 | Pooled Separate Account | — | — | $47K | 0.3% | |
| s * The Variable Annuity Life Insurance Company Loan Collateral Fund | Pooled Separate Accounts | — | — | $46K | 0.3% | |
| T Rowe Price Vanguard Balance Index Fund | Common Collective Trusts | — | — | $32K | 0.2% | |
| Vanguard Value Index Fund Admiral | Common Collective Trusts | — | — | $30K | 0.2% | |
| Carillon Tower Eagle Mid Cap Growth Fund R6 | Other securities | — | — | $26K | 0.2% | |
| Vanguard Intl Growth Fund Adm | Mutual Funds | — | — | $20K | 0.1% | |
| PIMCO Income Fund Inst | Mutual Funds | — | — | $16K | 0.1% | |
| TIAA-CREF Lifecycle Index 2065 | Mutual Funds | — | — | $14K | 0.1% | |
| Vanguard Wellesley Income Adm | Mutual Funds | — | — | $12K | <0.1% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $9K | <0.1% | |
| Vanguard Dev Mrkts Index Admiral | Mutual Funds | — | — | $8K | <0.1% | |
| Cohen & Steers Cohen & Steers Real Estate Securities Fund Z | Other securities | — | — | $7K | <0.1% | |
| J.P.Morgan US Govt Money Market Cap Fund | Cash / Money Market | — | — | $6K | <0.1% | |
| American Funds American New World Fund R6 | Mutual Funds | — | — | $6K | <0.1% | |
| Northern Funds Northern Global Sustainability Index Fund | Common Collective Trusts | — | — | $6K | <0.1% | |
| Insurance contract * The Variable Annuity Life Insurance Company Fixed Account Plus | Common Stocks | — | — | $3K | <0.1% |
