AFFINITY INVESTMENT
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
20
Active participants
16,735
Total plan assets
$2.8B
Filings (rows)
20
Direct comp
$737K
Indirect comp
$982
Aggregating 2 name variants under "AFFINITY INVESTMENT"
SERVICES PROVIDED
Other17
Advisor / Consultant3
Top plans served
All 20 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| HAWAII ELECTRICIANS ANNUITY PLAN HAWAII ELECTRICIANS ANNUITY PLAN | HONOLULU, HI | Other | 2,222 | $450.5M | $13K |
| HAWAII ELECTRICIANS ANNUITY PLAN HAWAII ELECTRICIANS ANNUITY PLAN | HONOLULU, HI | Other | 2,215 | $402.0M | $54K |
| HAWAII ELECTRICIANS PENSION PLAN HAWAII ELECTRICIANS PENSION PLAN | HONOLULU, HI | Other NONE | 1,543 | $361.9M | $10K |
| HAWAII ELECTRICIANS PENSION PLAN HAWAII ELECTRICIANS PENSION PLAN | HONOLULU, HI | Other NONE | 1,668 | $314.6M | $42K |
| BOARD OF TRUSTEES OF MASONS PENSION TRUST FUND MASONS PENSION PLAN | HONOLULU, HI | Other NONE | 1,298 | $258.8M | $113K |
| BOARD OF TRUSTEES OF HAWAII IRON WORKERS PENSION TRUST FUND HAWAII IRON WORKERS' PENSION PLAN | WAIPAHU, HI | Other NONE | 614 | $171.3M | $16K |
| BOARD OF TRUSTEES OF HAWAII IRON WORKERS PENSION TRUST FUND HAWAII IRON WORKERS' PENSION PLAN | WAIPAHU, HI | Other NONE | 643 | $151.3M | $18K |
| BOARD OF TRUSTEES OF THE HAWAII MASONS & PLASTERERS ANNUITY TRUST FUND HAWAII MASONS AND PLASTERERS ANNUITY PLAN | HONOLULU, HI | Other NONE | 1,143 | $116.8M | $46K |
| BOARD OF TRUSTEES OF THE HAWAII MASONS & PLASTERERS ANNUITY TRUST FUND HAWAII MASONS AND PLASTERERS ANNUITY PLAN | HONOLULU, HI | Other NONE | 1,254 | $103.8M | $38K |
| HAWAII SHEET METAL WORKERS HEALTH & WELFARE TRUST FUND HAWAII SHEET METAL WORKERS HEALTH & WELFARE TRUST | HONOLULU, HI | Other NONE | 440 | $102.6M | $82K |
| HAWAII SHEET METAL WORKERS HEALTH & WELFARE TRUST FUND HAWAII SHEET METAL WORKERS HEALTH & WELFARE TRUST | HONOLULU, HI | Other NONE | 530 | $88.9M | $52K |
| BOARD OF TRUSTEES OF HAWAII SHEET METAL WORKERS HEALTH AND WELFARE HAWAII SHEET METAL WORKERS HEALTH & WELFARE TRUST FUND | HONOLULU, HI | Other NONE | 548 | $82.2M | $68K |
| BOARD OF TRUSTEES OF HAWAII IRON WORKERS' ANNUITY TRUST FUND HAWAII IRON WORKERS' ANNUITY PLAN | WAIPAHU, HI | Other NONE | 626 | $56.7M | $46K |
| BOARD OF TRUSTEES OF HAWAII IRON WORKERS' ANNUITY TRUST FUND HAWAII IRON WORKERS' ANNUITY PLAN | WAIPAHU, HI | Other NONE | 558 | $52.7M | $63K |
| BOT ROOFERS LOCAL 221 PENSION TRUST FUND ROOFERS LOCAL 221 PENSION TRUST FUND | HONOLULU, HI | Other NONE | 338 | $43.2M | $5K |
| BOT ROOFERS LOCAL 221 PENSION TRUST FUND ROOFERS LOCAL 221 PENSION TRUST FUND | HONOLULU, HI | Other NONE | 342 | $39.0M | $20K |
| BOT ROOFERS LOCAL 221 PENSION TRUST FUND ROOFERS LOCAL 221 PENSION TRUST FUND | HONOLULU, HI | Other NONE | 351 | $33.6M | $19K |
| HOPEFUL JOURNEYS EDUCATIONAL CENTER, INC HOPEFUL JOURNEYS EDUCATIONAL CENTER, INC 401(K) PROFIT SHARING PLAN | BEVERLY, MA | Advisor / Consultant INVESTMENT ADVISORY SVCS | 132 | $6.1M | $12K |
| HOPEFUL JOURNEYS EDUCATIONAL CENTER, INC HOPEFUL JOURNEYS EDUCATIONAL CENTER, INC 401(K) PROFIT SHARING PLAN | BEVERLY, MA | Advisor / Consultant INVESTMENT ADVISORY SVCS | 132 | $5.0M | $11K |
| HOPEFUL JOURNEYS EDUCATIONAL CENTER, INC HOPEFUL JOURNEYS EDUCATIONAL CENTER, INC 401(K) PROFIT SHARING PLAN | BEVERLY, MA | Advisor / Consultant INVESTMENT ADVISORY SVCS | 138 | $3.9M | $8K |