Assets by plan
Share of aggregate retirement assets
55%top
Sponsor portfolio
TRU-SHEET METAL, INC.
EIN 20-4007874ConstructionLatest filing 2025
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
17
644 UNION AVE - HOLTSVILLE, NY 11742631-589-3926
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.9M assets / 17 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
TRU-SHEET METAL, INC. DEFINED BENEFIT PLAN
CashBalance
Assets$1.6M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
TRU-SHEET METAL, INC. 401K PLAN
401k
Assets$1.3M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | TRU-SHEET METAL, INC. DEFINED BENEFIT PLAN | CashBalance | $1.6M | 7 | 2025 | |
| 001 | TRU-SHEET METAL, INC. 401K PLAN | 401k | $1.3M | 10 | 2025 |
Retirement plans