# Hawaii Sheet Metal Workers Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-hawaii-sheet-metal-workers-pension-fund-plan

> Hawaii Sheet Metal Workers Pension Fund's DB plan: 430 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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](https://planprovider.pro/provider/withumsmithbrown-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|

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