# Board Of Trustees Of Hawaii Iron Workers Pension Trust Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-hawaii-iron-workers-pension-trust-fund-996025105-001

> Board Of Trustees Of Hawaii Iron Workers Pension Trust Fund's DB plan: 649 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Hawaii Iron Workers Pension Trust Fund

- **Sponsor EIN:** 996025105

- **Sponsor Address:** 94-497 UKEE STREET, WAIPAHU, HI, 967974243

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 649

- **Total Assets:** $175.8M

## 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.|

| 2024|649|$175.8M|$9.4M|$0|

| 2023|614|$171.3M|$7.7M|$0|

| 2022|643|$151.3M|$7.4M|$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|

| HAWAII IRON WORKERS ADMIN OFFICE|Other Service Provider|$1,177,904|—|$1,177,904|

| FENIMORE ASSET MANAGEMENT|Other Service Provider|$260,126|—|$260,126|

| FIRST HAWAIIAN BANK|Other Service Provider|$210,954|—|$210,954|

| RAYMOND JAMES & ASSOCIATES|Recordkeeper|$173,037|—|$173,037|

| SSI INVESTMENT MANAGEMENT, INC|Other Service Provider|$124,626|—|$124,626|

| SINGERLEWAK|Auditor|$95,288|—|$95,288|

| HUDSON EDGE INVESTMENT PARTNERS INC|Other Service Provider|$65,722|—|$65,722|

| MILLIMAN|Recordkeeper|$65,000|—|$65,000|

| WHITESTAR ADVISORS, LLC|Other Service Provider|$59,500|—|$59,500|

| THREE PEAKS CAPITAL MANAGEMENT|Other Service Provider|$41,187|—|$41,187|

| YAMAMOTO CALIBOSO HETHERINGTON|Other Service Provider|$28,382|—|$28,382|

| BANK OF HAWAII|Other Service Provider|$23,406|—|$23,406|

| OAKHURST CAPITAL MANAGEMENT, LLC|Other Service Provider|$9,768|—|$9,768|

| T. GEORGE PARIS|Custodian / Trustee|$9,270|—|$9,270|

| BARBETT HARRIS|Custodian / Trustee|$8,879|—|$8,879|

| FOCUS INVESTMENT ADVISORS|Other Service Provider|$8,196|—|$8,196|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RAYMOND JAMES & ASSOCIATES](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [SINGERLEWAK](https://planprovider.pro/provider/singerlewak-llp) — Auditor

- [MILLIMAN](https://planprovider.pro/provider/milliman) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $2,361,245

- **Estimated Expense Ratio:** 1.343% 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|

| 2024|$2,473,120|$942,163|—|$95,288|—|

| 2023|$2,499,412|$970,310|—|$95,288|—|

| 2022|$2,350,458|$858,322|—|—|$1,403,715|

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