Plan Snapshot
- Plan Sponsor: S & R Sheet Metal, INC.
- Sponsor EIN: 471076856
- Sponsor Address: 1300 WALNUT ST., KELSO, WA, 98626
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $3.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 3 | $3.8M | $4,800 | $31,000 |
| 2024 | 2 | $3.4M | $4,992 | $30,740 |
| 2023 | 3 | $3.5M | $5,330 | $30,530 |
| 2022 | 2 | $2.9M | $8,000 | $27,000 |
| 2019 | 2 | $1.3M | $3,023 | $3,779 |