# S & R Sheet Metal, INC. 401(k) Plan
Source: https://planprovider.pro/companies/s-r-sheet-metal-inc-401k-plan

> S & R Sheet Metal, INC.'s 401(k) plan: 3 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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