Assets by plan
Share of aggregate retirement assets
Filings through .
3 plans aggregated / $21.5M assets / 267 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
ESOP
401(k)
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | GENERAL SHEET METAL WORKS, INC. RETIREMENT PLAN | 401(k) | $9.1M | 48 | 2025 |
| #004 | GENERAL SHEET METAL EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $8.9M | 127 | 2025 |
| #005 | GENERAL SHEET METAL WORKS, INC. BARGAINING RETIREMENT PLAN | 401(k) | $3.5M | 92 | 2025 |