# Hawaii Sheet Metal Workers Pension Fund DB Plan
Source: https://planprovider.pro/companies/hawaii-sheet-metal-workers-pension-fund-996009479-001

> Hawaii Sheet Metal Workers Pension Fund's DB plan: 430 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 Pension Fund

- **Sponsor EIN:** 996009479

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

- **Plan Type:** DB

- **Plan Number:** 001

- **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.|

| 2024|430|$316.2M|$3.1M|$0|

| 2023|455|$289.1M|$3.0M|$0|

| 2022|463|$279.5M|$2.8M|$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|

| HSM ADMIN OFFICE|Other Service Provider|$223,330|—|$223,330|

| F/M INVESTMENTS, LLC|Other Service Provider|$180,180|—|$180,180|

| CENTRAL PACIFIC BANK|Other Service Provider|$178,162|—|$178,162|

| BOSTON PARTNERS|Other Service Provider|$158,798|—|$158,798|

| DODGE & COX|Other Service Provider|$152,656|—|$152,656|

| MORGAN STANLEY|Recordkeeper|$141,099|—|$141,099|

| MILLER HOWARD|Other Service Provider|$110,722|—|$110,722|

| STONEBRIDGE ADVISORS LLC|Other Service Provider|$108,193|—|$108,193|

| LAZARD ASSET MGNT|Other Service Provider|$102,010|—|$102,010|

| THE SEGAL COMPANY|Recordkeeper|$77,808|—|$77,808|

| EIDE BAILLY LLP|Auditor|$70,945|—|$70,945|

| POLEN CAPITAL|Other Service Provider|$45,412|—|$45,412|

| SALTZMAN & JOHNSON|Other Service Provider|$40,085|—|$40,085|

| J.P. MORGAN|Recordkeeper|$29,951|—|$29,951|

| DSM CAPITAL PARTNERS|Other Service Provider|$26,277|—|$26,277|

| BROWN ADVISORY LLC|Other Service Provider|$24,569|—|$24,569|

| BENESYS|Recordkeeper|$16,268|—|$16,268|

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

| SEGAL SELECT INSURANCE SERVICES INC|Other Service Provider|—|$10,818|$10,818|

| 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

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

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

- [J.P. 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:** $1,715,420

- **Estimated Expense Ratio:** 0.543% 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|$1,821,299|$1,079,777|$218,543|$67,810|—|

| 2023|$1,846,967|$957,471|$148,663|$175,053|—|

| 2022|$1,731,620|$1,244,859|$138,743|—|$149,044|

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