Board of Trustees of PAMCAH-UA Local 675 Annuity Fund

Form 5500 Data

Board of Trustees of PAMCAH-UA Local 675 Annuity Fund

75
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
75
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (21)
Average in Peer Group (62)
Highest in Peer Group (86)

Plan Description

PAMCAH-UA Local 675 Annuity Plan is a defined contribution plan. This plan has a BrightScope Rating of 75, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Company Generosity, Participation Rate, and Total Plan Cost. PAMCAH-UA Local 675 Annuity Plan currently has over 2,400 active participants and over $193.3M in plan assets.

Did you know?

For the average 401k participant, the 11 point difference between this plan's BrightScope Rating (75) and the top rated plan (86) could equate to:
7
Additional years of work
19,356
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 7/31/2017
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 1109 Bethel Street Room 403
  • Location
    Honolulu , HI
  • 96813-2218
  • Industry
    Plumbing, Heating, and Air-Conditioning Contractors
  • Administrator
    Kent Matsuzaki
  • Sponsor
    Reginald Castanares Jr.
  • Net Plan Assets
    $193,000,000
  • Total Participants
    2,400
  • Avg Account Balance
    $79,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Great

Performance

Participation Rate:
Great
Salary Deferrals:
Poor
Account Balance:
Above Average

Design

Total Plan Cost:
Average Fees
Company Generosity:
Great

Performance

Participation Rate:
Great
Salary Deferrals:
Poor
Account Balance:
Average

Peer Group Plans

Company Rating
Monadnock Construction 79.9
Kontane 65.6
Ideal Box Company 65.1
Farmers Cooperative Society 62.5
S.B. Cox 55.6
Republic Refrigeration 48.1
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

18

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Total Common Stocks 33%
N/A
Total Corporate Bonds 17%
N/A
iShares Core S&P Mid-Cap ETF 13%
5%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Administration
Pamcah Ua-Local 675 Administrative
Consultant
The Segal Company (Rogerscasey)
Auditor
Lemke, Chinen and Tanaka, CPA, Inc.

Articles and Questions

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