Assets by plan
Share of aggregate retirement assets
58%top
Sponsor portfolio
JOINER SHEET METAL & ROOFING, INC
EIN 20-3948133constructionLatest filing 2025
Plans
2
Retirement
2
$962K assets
Welfare
0
Participants
10
205 MADISON STREET - HIGHLAND, IL 62249618-664-9488joinersmr.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $962K assets / 10 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
JOINER SHEET METAL & ROOFING, INC. CASH BALANCE PLAN
CashBalance
Assets$556K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
CBAI 401(K) MULTIPLE EMPLOYER PLAN AS ADOPTED BY JOINER SHEET METAL & ROOFING, INC.
401k
Assets$406K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JOINER SHEET METAL & ROOFING, INC. CASH BALANCE PLAN | CashBalance | $556K | 5 | 2024 | |
| 001 | CBAI 401(K) MULTIPLE EMPLOYER PLAN AS ADOPTED BY JOINER SHEET METAL & ROOFING, INC. | 401k | $406K | 5 | 2025 |
Retirement plans