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SOUTHBRIDGE SHEET METAL WORKS, INC — SOUTHBRIDGE SHEET METAL WORKS, INC. EMPLOYEE SAVING & RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260226121353NAL0004266512001
SOUTHBRIDGE SHEET METAL WORKS, INC
Form 5500-SF
FILING_RECEIVED
SOUTHBRIDGE SHEET METAL WORKS, INC. EMPLOYEE SAVING & RETIREMENT PLAN
401(k) retirement plan
Active participants
39
Accounts w/ balance
29
Plan assets (EOY)
$3.6M
Net assets (EOY)
$3.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SOUTHBRIDGE SHEET METAL WORKS, INC
.
Find decision makers
Plan sponsor
Name
SOUTHBRIDGE SHEET METAL WORKS, INC
EIN
04-2262546
Address
441 MAIN STREET · STURBRIDGE, MA · 015661055
Phone
(508) 347-7800
Industry
Manufacturing
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-11-01
Tax period
2025-10-31
Filed
2026-02-26
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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MID-WEST SPRING & STAMPING, INC.
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