Board Of Trustees, Sheet Metal Workers' Local 206 DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Board Of Trustees, Sheet Metal Workers' Local 206
  • Sponsor EIN: 330614939
  • Sponsor Address: 160 W SANTA CLARA ST STE 1550, SAN JOSE, CA, 95113
  • Plan Type: DC
  • Plan Number: 001
  • Total Participants: 1,260
  • Total Assets: $55.5M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20231,260$55.5M$3.0M$0
20221,021$48.8M$2.4M$0

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