Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FIRST HAWAIIAN BANK4+ years Service code 21 · EIN 99-0156159 | Bank Trustee | $66,584 |
Filed as: NEITZEL, LUKE AND SALOPEK, INC. Service code 10 · EIN 34-1316056 | Accounting | $10,500 |
AON CONSULTING4+ years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $7,283 |
3 funds hold $3.5M of the plan's $9.9M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| iShares Core U.S. Aggregate Bond ETF BlackRock · ETF Index | $2.6M | 72.7% |
| Vanguard Short Term Inflation Prot Vanguard · Mutual fund | $493K | 13.9% |
| Invesco Preferred Invesco · Mutual fund | $475K | 13.4% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Sheryl Bogolub Aon Consulting, Inc. Schedule SB | Schedule SB | Pro |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.