Hawaii Sheet Metal Workers Pension Fund
Sponsored by Hawaii Sheet Metal Workers Pension Fund · EIN 996009479 · Plan #001
- Total assets
- $316M
- Net assets
- $315M
- Active participants
- 430
- With balances
- 0
Plan year beginning 02/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| F/M Investments Llc CRD 304405 | deterministic · 100% | 2024 |
| Boston Partners Global Investors, Inc. CRD 124982 | deterministic · 100% | 2024 |
| Dodge & Cox CRD 104596 | fuzzy_auto · 95% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Stonebridge Advisors Llc CRD 134017 | deterministic · 100% | 2024 |
| Lazard Asset Management Llc CRD 122836 | fuzzy_auto · 94% | 2024 |
| Dsm Capital Partners Llc CRD 113609 | deterministic · 100% | 2024 |
| Brown Advisory Llc CRD 110181 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Hsm Admin Office | Plan administrator, Direct payment from the plan | $223,330 |
| F/M Investments, Llc | Investment management, Investment management fees (direct) | $180,180 |
| Central Pacific Bank | Custodial (securities), Investment management fees (direct) | $178,162 |
| Boston Partners | Investment management, Investment management fees (direct) | $158,798 |
| Dodge & Cox | Investment management, Investment management fees (direct) | $152,656 |
| Morgan Stanley | Investment management, Investment management fees (direct) | $141,099 |
| Miller Howard | Investment management, Investment management fees (direct) | $110,722 |
| Stonebridge Advisors Llc | Investment management, Investment management fees (direct) | $108,193 |
| Lazard Asset Mgnt | Investment management, Investment management fees (direct) | $102,010 |
| The Segal Company | Actuarial, Direct payment from the plan | $77,808 |
| Eide Bailly Llp | Accounting, Direct payment from the plan | $70,945 |
| Polen Capital | Investment management, Investment management fees (direct) | $45,412 |
| Saltzman & Johnson | Legal, Direct payment from the plan | $40,085 |
| J.P. Morgan | Investment management, Investment management fees (direct) | $29,951 |
| Dsm Capital Partners | Investment management, Investment management fees (direct) | $26,277 |
| Brown Advisory Llc | Investment management, Investment management fees (direct) | $24,569 |
| Benesys | Recordkeeping, Direct payment from the plan | $16,268 |
| Yoshida & Associates | Legal, Direct payment from the plan | $12,632 |
| Withumsmith+Brown, Pc | Accounting, Direct payment from the plan | $5,505 |
| Segal Select Insurance Services Inc | Insurance brokerage commissions | $0 |