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Original filing (PDF)20251015090335NAL0004400049003
SHEET METAL WORKERS LOCAL 100 401K PLAN
Form 5500
FILING_RECEIVED
SHEET METAL WORKERS LOCAL 100 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,240
Accounts w/ balance
3,401
Plan assets (EOY)
$161.2M
Net assets (EOY)
$161.2M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
100
Knocking points off
- 29 bps in Schedule C fees — 191% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHEET METAL WORKERS LOCAL 100 401K PLAN.
Plan sponsor
Name
SHEET METAL WORKERS LOCAL 100 401K PLAN
EIN
52-2080474
Address
WILLIAM C. EARHART CO. · PO BOX 4148 · PORTLAND, OR · 972085642
Phone
(800) 547-1314
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
NOVAK FRANCELLA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $256K | — |
| WILLIAM C. EARHART CO., INC | 93-0509592 | — | NONE | $117K | — |
| GYL FINANACIAL SYNERGIES, LLC | 81-3263476 | — | NONE | $60K | — |
| O'DONOGHUE & O'DONOGHUE LLP | 53-0120528 | — | NONE | $19K | — |
| NOVAK FRANCELLA, LLC | 61-1436956 | — | NONE | $17K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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