Assets by plan
Share of aggregate retirement assets
Filings through .
California Sheet Metal Works, Inc.
EIN 95-2043027architecture & planningLatest filing 2025
Plans
2
Retirement
2
$49.0M assets
Health & Benefits
0
Participants
212
1020 N MARSHALL AVE. - EL CAJON, CA 92020619-562-7010califsheetmetal.comLinkedIn51-200 employeesarchitecture & planning
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $49.0M assets / 212 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#005
CALIFORNIA SHEET METAL WORKS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$42.9M
Participants163
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
CALIFORNIA SHEET METAL WORKS, INC. 401(K) PLAN
401(k)
Assets$6.1M
Participants49
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #005 | CALIFORNIA SHEET METAL WORKS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $42.9M | 163 | 2025 |
| #004 | CALIFORNIA SHEET METAL WORKS, INC. 401(K) PLAN | 401(k) | $6.1M | 49 | 2025 |
- #005 · ESOP · 2025163
- #004 · 401(k) · 202549
Retirement plans