Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
R & J SHEET METAL
EIN 33-0313795constructionLatest filing 2025
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
13
11614 MARTENS RIVER CIRCLE - FOUNTAIN VALLEY, CA 92708714-597-6452LinkedIn1-10 employeesconstruction
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.3M assets / 13 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#001
R & J SHEET METAL, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.7M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
R & J SHEET METAL, INC.401(K) PROFIT SHARING PLAN
401k
Assets$604K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | R & J SHEET METAL, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.7M | 5 | 2025 | |
| 002 | R & J SHEET METAL, INC.401(K) PROFIT SHARING PLAN | 401k | $604K | 8 | 2025 |
Retirement plans