Hawaii Sheet Metal Workers Annuity Profit Sharing Fund retirement plan: assets, participants and fees
What Hawaii Sheet Metal Workers Annuity Profit Sharing Fund's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Benesys | Schedule C ↗ |
| Independent auditor | Withumsmith+brown, PC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 522 defined-contribution plans in construction with 500 to 999 participants.
| Hawaii Sheet Metal Workers Annuity Profit Sharing Fund: employer contribution per participant | $5,015 | |
| Peer median | $2,358 |
| Hawaii Sheet Metal Workers Annuity Profit Sharing Fund: average balance | $157,563 | |
| Peer median | $60,334 |
| Hawaii Sheet Metal Workers Annuity Profit Sharing Fund: admin expenses ÷ assets | 0.76% | |
| Peer median | 0.31% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $108M at the end of plan year 2023 to $109M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 689 | $109M | $3.5M | $5,015 | 0.76% | Not published | Form 5500 ↗ |
| 2023 | 672 | $108M | $3.3M | $4,976 | 0.80% | Not published | Form 5500 ↗ |
Common questions
Does Hawaii Sheet Metal Workers Annuity Profit Sharing Fund match 401(k) contributions?
The match terms for the Hawaii Sheet Metal Workers Annuity Profit Sharing have not been published from its filing yet. The plan year 2024 filing reports $3.5M in employer contributions, about $5,015 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Hawaii Sheet Metal Workers Annuity Profit Sharing Fund 401(k) match vested?
The vesting schedule for the Hawaii Sheet Metal Workers Annuity Profit Sharing is not in the data published so far. Your Summary Plan Description states it.
Who manages the Hawaii Sheet Metal Workers Annuity Profit Sharing Fund 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Benesys. The plan administrator is Hawaii Sheet Metal Workers Annuity Profit Sharing Fund.
I left Hawaii Sheet Metal Workers Annuity Profit Sharing Fund. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Hawaii Sheet Metal Workers Annuity Profit Sharing Fund, (808) 841-6106) or the recordkeeper, Benesys. The Hawaii Sheet Metal Workers Annuity Profit Sharing Fund old 401(k) page lists the contacts from every plan filing. Find an old Hawaii Sheet Metal Workers Annuity Profit Sharing Fund 401(k)
Data from the public Form 5500 annual reports Hawaii Sheet Metal Workers Annuity Profit Sharing Fund filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Hawaii Sheet Metal Workers Annuity Profit Sharing Fund. Not financial advice. Report a correction · Methodology