What public Form 5500 filings show about the BD of Trustees of Sheet Metal Workers Union L38 Profit Sharing FD 401(k) plan — and how to find and check your own account.
BD of Trustees of Sheet Metal Workers Union L38 Profit Sharing FD (EIN 13-3319782) reports SHEET METAL WORKERS UNION LOCAL 38 PROFIT SHARING FUND on its most recent Form 5500, with $213.5M in plan assets across 1,107 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full BD of Trustees of Sheet Metal Workers Union L38 Profit Sharing FD filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your BD of Trustees of Sheet Metal Workers Union L38 Profit Sharing FD 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ASHER KELLY, EMPOWER ADVISORY GROUP, MORGAN STANLEY SMITH BARNEY, SCHULTHEIS & PANETTIERI LLP.