Original filing (PDF)20260512150234NAL0006816673001

Board of Trustees of Hawaii Iron Workers' Annuity Trust Fund

Name: Board of Trustees of Hawaii Iron Workers' Annuity Trust Fund — Form 5500 Plan 001 (2024)
Creator: Board of Trustees of Hawaii Iron Workers' Annuity Trust Fund
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Hawaii Iron Workers' Annuity Plan

Defined-contribution retirement plan · Board of Trustees of Hawaii Iron Workers' Annuity Trust Fund's Hawaii Iron Workers' Annuity Plan held $59.7M in plan assets for 648 participants in 2024.

Signals · 3

~117 bps in Sched C feesNo recordkeeper disclosed10 service providers

Active participants

648

Accounts w/ balance

1,482

Plan assets (EOY)

$59.7M

Net assets (EOY)

$59.2M

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

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (4th percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with 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

99-0176931all filings

Address

94-497 UKEE STREET · WAIPAHU, HI · 967974243

Phone

(808) 671-8225

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-08-01

Tax period

2025-07-31

Filed

2026-05-12

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)

10 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
OAKHURST CAPITAL MANAGEMENT LLC	85-3620002	LOS ANGELES, CA	NONE	$42K	—
AFFINITY INVESTMENT ADVISORS	33-0934127	NEWPORT BEACH, CA	NONE	$41K	—
FOCUS INVESTMENT ADVISORS, INC.	81-1193503

Investments

1 pooled fund· $0(0% 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.

			% of plan
MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001	Common Collective Trust	$0	<0.1%

1–1 of 1

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Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.

Name	EIN	Location	Relation	Direct comp	Indirect comp
HAWAII IRON WORKERS ADMIN OFFICE	99-0164675	WAIPAHU, HI	ADMIN OFFICE	$384K	—
SINGERLEWAK LLP	95-2302617	HONOLULU, HI	NONE	$57K	—
RAYMOND JAMES & ASSOCIATES	59-1237041	ST. PETERSBURG, FL	NONE	$55K	—
FIRST HAWAIIAN BANK	99-0034327	HONOLULU, HI	NONE	$47K	—
HUDSON EDGE INVESTMENT PARTNERS	52-1296988	JERSEY CITY, NJ	NONE	$32K	—
YAMAMOTO CALIBOSO HETHERINGTON LLLC	20-5115756	HONOLULU, HI	NONE	$22K	—
MILLIMAN, INC.	91-0675641	WALNUT CREEK, CA	NONE	$11K	—