Filings through .
3 of 18 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$939K in admin expenses, $634 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
2 funds of $250K or more; 13 lines in all, holding $44.3M of the plan's $59.7M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Form Manager not matched · Other | $43.2M | 97.4% |
| borrower, lessor, or Manager not matched · Other | $437K | 1.0% |
| 576.00 JPMorgan · Mutual fund | $171K | 0.4% |
| 506.00 JPMorgan · Mutual fund | $150K | 0.3% |
| Johnson & Johnson Manager not matched · Other | $132K | 0.3% |
| Morgan Stanley Morgan Stanley · Other | $97K | 0.2% |
| Conocophillips Manager not matched · Other | $91K | 0.2% |
| Enersys Manager not matched · Other | $42K | <0.1% |
| McGrath RentCorp Manager not matched · Other | $11K | <0.1% |
| BlackRock Liquidity FedFund BlackRock · Mutual fund | $477 | <0.1% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
3 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
3 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 10 by compensation.
| Provider | Compensation |
|---|---|
HAWAII IRON WORKERS ADMIN OFFICE10+ years Service code 14 · EIN 99-0164675 94-497 UKEE STREET · WAIPAHU, HI 96797 Plan Administrator | $383,917 |
SINGERLEWAK LLP2 years Service code 10 · EIN 95-2302617 500 ALA MOANA BLVD · HONOLULU, HI 96813 Accounting | $56,545 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 Advisory (Plan) | $55,255 |
FIRST HAWAIIAN BANK10+ years Service code 19 · EIN 99-0034327 P.O. BOX 3200 · HONOLULU, HI 96847 Securities Custodian | $46,586 |
Service code 28 · EIN 85-3620002 1875 CENTURY PARK EAST, SUITE 950 · LOS ANGELES, CA 90067 Investment Management | $41,521 |
AFFINITY INVESTMENT ADVISORS10+ years Service code 28 · EIN 33-0934127 4041 MACARTHUR BLVD, STE 150 · NEWPORT BEACH, CA 92660 Investment Management | $40,893 |
Filed as: HUDSON EDGE INVESTMENT PARTNERS Service code 28 · EIN 52-1296988 525 WASHINGTON BLVD, SUITE 2000 · JERSEY CITY, NJ 07310 Investment Management | $32,288 |
Filed as: YAMAMOTO CALIBOSO HETHERINGTON LLLC Service code 29 · EIN 20-5115756 1100 ALAKEA STREET, SUITE 3100 · HONOLULU, HI 96813 Legal | $22,110 |
MILLIMAN, INC.2 years Service code 16 · EIN 91-0675641 2175 N. CALIFORNIA BLVD. · WALNUT CREEK, CA 94596 Consulting | $10,667 |
Filed as: FOCUS INVESTMENT ADVISORS, INC. Service code 28 · EIN 81-1193503 514 VIA DE LA VALLE STE 200 · SOLANA BEACH, CA 92075 Investment Management | $9,811 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
2 contacts
10 filings · 2016 to 2025