# Hawaii Sheet Metal Workers Vacation & Holiday Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/hawaii-sheet-metal-workers-vacation-holiday-fund-996009478-502

> Hawaii Sheet Metal Workers Vacation & Holiday Fund's Health & Welfare plan: 573 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hawaii Sheet Metal Workers Vacation & Holiday Fund

- **Sponsor EIN:** 996009478

- **Sponsor Address:** 1405 N KING STREET STE 403, HONOLULU, HI, 96817

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 573

- **Total Assets:** $1.7M

## 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|573|$1.7M|$3.6M|$0|

| 2023|511|$1.7M|$3.3M|$0|

| 2022|507|$1.8M|$3.2M|$0|

| 2021|464|$2.3M|$3.3M|$0|

| 2020|626|$2.5M|$3.1M|$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|$96,058|—|$96,058|

| EIDE BAILLY LLP|Auditor|$27,759|—|$27,759|

| BENESYS|Recordkeeper|$13,014|—|$13,014|

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

### Verified Provider Profiles

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

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

- [BENESYS](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:** $149,463

- **Estimated Expense Ratio:** 8.947% 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|$162,284|$4,325|$92,300|$27,759|—|

| 2023|$158,864|$4,421|$63,713|$46,027|—|

| 2022|$103,416|$5,941|$49,986|—|$40,794|

| 2021|$141,341|$6,521|$64,777|$22,169|—|

| 2020|$127,944|$7,673|$65,436|—|—|

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