# Board Of Trustees Of The Hawaii Masons & Plasterers Annuity Trust Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-hawaii-masons-plasterers-annuity-trust-fund-996024001-001

> Board Of Trustees Of The Hawaii Masons & Plasterers Annuity Trust Fund's DC plan: 1,088 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of The Hawaii Masons & Plasterers Annuity Trust Fund

- **Sponsor EIN:** 996024001

- **Sponsor Address:** 560 NORTH NIMITZ HIGHWAY, SUITE 209, HONOLULU, HI, 968175330

- **Plan Type:** DC

- **Plan Number:** 001

- **Total Participants:** 1,088

- **Total Assets:** $126.9M

## 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|1,088|$126.9M|$7.4M|$0|

| 2023|1,143|$116.8M|$7.2M|$0|

| 2022|1,254|$103.8M|$7.5M|$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|

| BENEFIT RISK MANAGEMENT SERVICES|Other Service Provider|$197,501|—|$197,501|

| SSI INVESTMENT MANAGEMENT|Other Service Provider|$165,000|—|$165,000|

| RAYMOND JAMES & ASSOCIATES|Recordkeeper|$118,546|—|$118,546|

| SINGERLEWAK LLP|Auditor|$107,523|—|$107,523|

| SIERRA INVESTMENT PARTNERS, INC.|Other Service Provider|$98,616|—|$98,616|

| OLD GLORY ASSET MANAGEMENT LLC|Other Service Provider|$73,664|—|$73,664|

| FIRST HAWAIIAN BANK|Other Service Provider|$68,187|—|$68,187|

| YOSHIDA & ASSOCIATES|Other Service Provider|$60,381|—|$60,381|

| FENIMORE ASSET MANAGEMENT|Other Service Provider|$53,668|—|$53,668|

| BARROW HANLEY GLOBAL INVESTORS|Other Service Provider|$41,920|—|$41,920|

| HONOLULU ACTUARIAL CONSULTANTS|Other Service Provider|$35,079|—|$35,079|

| OAKHURST CAPITAL MANAGEMENT LLC|Other Service Provider|$29,313|—|$29,313|

| PACIFIC INCOME ADVISORS|Other Service Provider|$23,644|—|$23,644|

| THREE PEAKS CAPITAL MANAGEMENT|Other Service Provider|$22,802|—|$22,802|

| FOCUS INVESTMENT ADVISORS, INC.|Other Service Provider|$14,189|—|$14,189|

| WASHINGTON CAPITAL MANAGEMENT|Other Service Provider|$13,402|—|$13,402|

| BANK OF HAWAII|Other Service Provider|$7,413|—|$7,413|

### 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 LLP](https://planprovider.pro/provider/singerlewak-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,130,848

- **Estimated Expense Ratio:** 0.891% 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|$1,218,434|$689,074|—|$107,523|—|

| 2023|$1,224,898|$802,998|—|$41,277|—|

| 2022|$1,165,182|$642,576|—|—|$219,834|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-the-hawaii-masons-plasterers-annuity-trust-fund-996024001-001)

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