SHEET METAL WORKERS LOCAL 28 FUNDS 401(k) Plan
What public Form 5500 filings show about the SHEET METAL WORKERS LOCAL 28 FUNDS 401(k) plan — and how to find and check your own account.
The SHEET METAL WORKERS LOCAL 28 FUNDS 401(k) on its latest Form 5500
SHEET METAL WORKERS LOCAL 28 FUNDS (EIN 13-5530847) reports SHEET METAL WORKERS LOCAL 28 STAFF 401(K) PLAN on its most recent Form 5500, with $4.6M in plan assets across 73 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 SHEET METAL WORKERS LOCAL 28 FUNDS filing — schedules, fees, and providers.
Who runs the SHEET METAL WORKERS LOCAL 28 FUNDS 401(k)?
SHEET METAL WORKERS LOCAL 28 FUNDS’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask SHEET METAL WORKERS LOCAL 28 FUNDSHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHRISTINA OVERTON, ANGELICA DARBY, GLEN CAMISA, JULIE BENISCHECK, EMPIRE HEALTH CHOICE, SANTIAGO IDLET.
How to check your SHEET METAL WORKERS LOCAL 28 FUNDS 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask SHEET METAL WORKERS LOCAL 28 FUNDS HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).