# Hawaii Sheet Metal Workers Annuity Profit Sharing Fund DC Plan
Source: https://planprovider.pro/companies/hawaii-sheet-metal-workers-annuity-plan

> Hawaii Sheet Metal Workers Annuity Profit Sharing Fund's DC plan: 439 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 Annuity Profit Sharing Fund

- **Sponsor EIN:** 996027785

- **Sponsor Address:** 1405 N KING ST SUITE 403, HONOLULU, HI, 96817

- **Plan Type:** DC

- **Total Participants:** 439

- **Total Assets:** $108.9M

## 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.|

| 2025|439|$108.9M|$0|$0|

| 2024|571|$108.3M|$0|$0|

| 2023|514|$108.5M|$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|$47,966|—|$47,966|

### 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:** $47,966

- **Estimated Expense Ratio:** 0.044% 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|$818,110|$376,832|$184,599|$47,966|—|

| 2024|$866,853|$376,608|$127,426|$171,664|—|

| 2023|$736,944|$434,444|$99,972|—|$137,682|

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