Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CALIFORNIA SHEET METAL WORKS, INC.
EIN 95-2043027architecture & planningLatest filing 2024
Plans
2
Retirement
2
$44.5M assets
Welfare
0
Participants
218
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 / $44.5M assets / 218 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#005
CALIFORNIA SHEET METAL WORKS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$39.6M
Participants168
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
CALIFORNIA SHEET METAL WORKS, INC. 401(K) PLAN
401k
Assets$4.9M
Participants50
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | CALIFORNIA SHEET METAL WORKS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $39.6M | 168 | 2024 | |
| 004 | CALIFORNIA SHEET METAL WORKS, INC. 401(K) PLAN | 401k | $4.9M | 50 | 2024 |
Retirement plans