Plan Snapshot
- Plan Sponsor: Hawaii Sheet Metal Workers Pension Fund
- Sponsor EIN: 996009479
- Sponsor Address: 1405 N KING ST SUITE 403, HONOLULU, HI, 96817
- Plan Type: DB
- Total Participants: 430
- Total Assets: $316.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 430 | $316.2M | $0 | $0 |
| 2024 | 455 | $289.1M | $0 | $0 |
| 2023 | 463 | $279.5M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WITHUMSMITH+BROWN, PC | Auditor | $67,810 | — | $67,810 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $67,810
- Estimated Expense Ratio: 0.021% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $1,821,299 | $1,079,777 | $218,543 | $67,810 | — |
| 2024 | $1,846,967 | $957,471 | $148,663 | $175,053 | — |
| 2023 | $1,731,620 | $1,244,859 | $138,743 | — | $149,044 |