# Hawaii Sheet Metal Workers Annuity Profit Sharing Fund DC Plan
Source: https://planprovider.pro/companies/hawaii-sheet-metal-workers-annuity-profit-sharing-fund-996027785-003

> Hawaii Sheet Metal Workers Annuity Profit Sharing Fund's DC plan: 439 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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

- **Plan Number:** 003

- **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.|

| 2024|439|$108.9M|$3.5M|$0|

| 2023|571|$108.3M|$3.3M|$0|

| 2022|514|$108.5M|$3.4M|$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|

| HSMW ADMIN OFFICE|Other Service Provider|$186,320|—|$186,320|

| MORGAN STANLEY|Recordkeeper|$101,712|—|$101,712|

| CENTRAL PACIFIC BANK|Other Service Provider|$75,389|—|$75,389|

| F/M INVESTMENT, LLC|Other Service Provider|$71,355|—|$71,355|

| EIDE BAILLY, LLP|Auditor|$62,899|—|$62,899|

| BOSTON PARTNERS|Other Service Provider|$50,802|—|$50,802|

| LAZARD|Other Service Provider|$44,908|—|$44,908|

| SALTZMAN & JOHNSON|Other Service Provider|$40,463|—|$40,463|

| STONEBRIDGE|Other Service Provider|$37,777|—|$37,777|

| DODGE & COX|Other Service Provider|$28,169|—|$28,169|

| SEGAL COMPANY|Recordkeeper|$17,572|—|$17,572|

| MILLER HOWARD|Other Service Provider|$13,806|—|$13,806|

| JP MORGAN|Recordkeeper|$13,410|—|$13,410|

| YOSHIDA & ASSOCIATES|Other Service Provider|$12,632|—|$12,632|

| BROWN ADVISORY LLC|Other Service Provider|$12,510|—|$12,510|

| BENESYS|Recordkeeper|$9,761|—|$9,761|

| SEGAL SELECT INSURANCE SERVICES INC|Other Service Provider|—|$7,143|$7,143|

| WITHUMSMITH+BROWN, PC|Auditor|$5,505|—|$5,505|

### Verified Provider Profiles

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

- [MORGAN STANLEY](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [EIDE BAILLY, LLP](https://planprovider.pro/provider/eide-bailly-llp) — Auditor

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

- [JP MORGAN](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

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

- [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:** $792,133

- **Estimated Expense Ratio:** 0.728% 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|$818,110|$376,832|$184,599|$47,966|—|

| 2023|$866,853|$376,608|$127,426|$171,664|—|

| 2022|$736,944|$434,444|$99,972|—|$137,682|

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