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Sponsor portfolio

GENERAL SHEET METAL WORKS, INC.

EIN 93-0611584-construction-Latest filing 2025
Plans
3
Retirement
3
$21.5M assets
Welfare
0
Participants
267
16345 SE EVELYN - CLACKAMAS, OR 970159515503-650-0405gsmw.comLinkedIn51-200 employeesconstruction
Plans on this EIN
3 filings
#002401k-$9.1M - 48 part#004ESOP-$8.9M - 127 part#005401k-$3.5M - 92 part

Retirement portfolio analytics

3 plans aggregated / $21.5M assets / 267 participants

Assets by plan

Share of aggregate retirement assets

43%top
  • INC. RETIREMENT PLAN (#002)43%
  • EMPLOYEE STOCK OWNERSHIP (#004)41%
  • BARGAINING RETIREMENT PLAN (#005)16%
Total $21.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#004)127
  • BARGAINING RETIREMENT PLAN (#005)92
  • INC. RETIREMENT PLAN (#002)48
Total 267Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

GENERAL SHEET METAL WORKS, INC. RETIREMENT PLAN

401k

Assets$9.1M
Participants48
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

GENERAL SHEET METAL EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$8.9M
Participants127
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

GENERAL SHEET METAL WORKS, INC. BARGAINING RETIREMENT PLAN

401k

Assets$3.5M
Participants92
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002GENERAL SHEET METAL WORKS, INC. RETIREMENT PLAN401k$9.1M482025
004GENERAL SHEET METAL EMPLOYEE STOCK OWNERSHIP PLANESOP$8.9M1272025
005GENERAL SHEET METAL WORKS, INC. BARGAINING RETIREMENT PLAN401k$3.5M922025
Retirement plans
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