Original filing (PDF)20250513152408NAL0040943266003

BOARD OF TRUSTEES OF HAWAII IRON WORKERS' ANNUITY TRUST FUND

Name: BOARD OF TRUSTEES OF HAWAII IRON WORKERS' ANNUITY TRUST FUND — HAWAII IRON WORKERS' ANNUITY PLAN, Form 5500 (2023)
Creator: BOARD OF TRUSTEES OF HAWAII IRON WORKERS' ANNUITY TRUST FUND

Form 5500

FILING_RECEIVED

HAWAII IRON WORKERS' ANNUITY PLAN

Defined-contribution retirement plan

Signals · 3

~141 bps in Sched C feesNo recordkeeper disclosed11 service providers

Active participants

626

Accounts w/ balance

1,434

Plan assets (EOY)

$56.7M

Net assets (EOY)

$56.3M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES OF HAWAII IRON WORKERS' ANNUITY TRUST FUND.

Plan sponsor

Name

BOARD OF TRUSTEES OF HAWAII IRON WORKERS' ANNUITY TRUST FUND

EIN

99-0176931

Address

94-497 UKEE STREET · WAIPAHU, HI · 967974243

Phone

(808) 671-8225

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-08-01

Tax period

2024-07-31

Filed

2025-05-13

Pension benefit codes

2C · Money purchase (other than target benefit)

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

SINGERLEWAK LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

11 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
HAWAII IRON WORKERS ADMIN OFFICE	99-0164675	WAIPAHU, HI	ADMIN OFFICE	$430K	—
FIRST HAWAIIAN BANK	99-0034327	HONOLULU, HI	NONE	$66K	—
SINGERLEWAK LLP	95-2302617	HONOLULU, HI	NONE	$62K	—
OAKHURST CAPITAL MANAGEMENT LLC	85-3620002	LOS ANGELES, CA	NONE	$53K	—
AFFINITY INVESTMENT ADVISORS	33-0934127	NEWPORT BEACH, CA	NONE	$46K	—
RAYMOND JAMES & ASSOCIATES

Investments

1 pooled fund· $12.7M(22% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Investment	Type	Current value	% of plan
MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001	Common Collective Trust	$12.7M	22.3%

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