What public Form 5500 filings show about the Trustees-Sheet Metal Workers' Local 270 DC Pension Plan 401(k) plan — and how to find and check your own account.
Trustees-Sheet Metal Workers' Local 270 DC Pension Plan (EIN 27-2519987) reports SHEET METAL WORKERS' 270 DEFINED CONTRIBUTION PENSION PLAN on its most recent Form 5500, with $8.7M in plan assets across 396 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 Trustees-Sheet Metal Workers' Local 270 DC Pension Plan filing — schedules, fees, and providers.
Trustees-Sheet Metal Workers' Local 270 DC Pension Plan’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 Trustees-Sheet Metal Workers' Local 270 DC Pension PlanHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ROYLE VAZQUEZ LLP, TRUST OF OKLAHOMA.
