Hawaii Sheet Metal Workers Annuity Profit Sharing
Sponsored by Hawaii Sheet Metal Workers Annuity Profit Sharing Fund · EIN 996027785 · Plan #003
- Total assets
- $109M
- Net assets
- $109M
- Active participants
- 439
- With balances
- 689
Plan year beginning 02/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| F/M Investments Llc CRD 304405 | fuzzy_auto · 99% | 2024 |
| Boston Partners Global Investors, Inc. CRD 124982 | deterministic · 100% | 2024 |
| Dodge & Cox CRD 104596 | fuzzy_auto · 95% | 2024 |
| Brown Advisory Llc CRD 110181 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Hsmw Admin Office | Plan administrator, Direct payment from the plan | $186,320 |
| Morgan Stanley | Investment management, Investment management fees (direct) | $101,712 |
| Central Pacific Bank | Custodial (securities), Investment management fees (direct) | $75,389 |
| F/M Investment, Llc | Investment management, Investment management fees (direct) | $71,355 |
| Eide Bailly, Llp | Accounting, Direct payment from the plan | $62,899 |
| Boston Partners | Investment management, Investment management fees (direct) | $50,802 |
| Lazard | Investment management, Investment management fees (direct) | $44,908 |
| Saltzman & Johnson | Legal, Direct payment from the plan | $40,463 |
| Stonebridge | Investment management, Investment management fees (direct) | $37,777 |
| Dodge & Cox | Investment management, Investment management fees (direct) | $28,169 |
| Segal Company | Actuarial, Direct payment from the plan | $17,572 |
| Miller Howard | Investment management, Investment management fees (direct) | $13,806 |
| Jp Morgan | Investment management, Investment management fees (direct) | $13,410 |
| Yoshida & Associates | Legal, Direct payment from the plan | $12,632 |
| Brown Advisory Llc | Investment management, Investment management fees (direct) | $12,510 |
| Benesys | Recordkeeping, Direct payment from the plan | $9,761 |
| Withumsmith+Brown, Pc | Accounting, Direct payment from the plan | $5,505 |
| Segal Select Insurance Services Inc | Insurance brokerage commissions | $0 |