· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CHEHALIS SHEET METAL & ROOFING CO., INC. — CHEHALIS SHEET METAL 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250227164557NAL0002392353001
CHEHALIS SHEET METAL & ROOFING CO., INC.
Form 5500-SF
FILING_RECEIVED
CHEHALIS SHEET METAL 401(K) PLAN
401(k) retirement plan
Active participants
57
Accounts w/ balance
37
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
86
/ 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
CHEHALIS SHEET METAL & ROOFING CO., INC.
.
Find decision makers
Plan sponsor
Name
CHEHALIS SHEET METAL & ROOFING CO., INC.
EIN
91-0774383
Address
350 SW RIVERSIDE DR. · CHEHALIS, WA · 98532
Phone
(360) 748-9221
Industry
Plumbing, Heating, AC Contractors
· Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-02-27
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Plumbing, Heating, AC Contractors plans
K AND K MECHANICAL SERVICES, INC.
KEYSTONE BENEFITS GROUP, INC. MULTIPLE EMPLOYER 401(K) PLAN
$1.2M · 18 participants
VAN ROW MECHANICAL, INC.
VAN ROW MECHANICAL INC. 401(K) PLAN
$1.2M · 6 participants
LEGACY PLUMBING COMPANY, INC.
LEGACY PLUMBING 401(K) PLAN
$1.2M · 32 participants
BRENHAM HEATING AND AIR CONDITIONING CO.
BRENHAM HEATING AND AIR CONDITIONING CO. PROFIT SHARING PLAN AND TRUST
$1.2M · 8 participants
ALL INDUSTRIAL BOILER INC.
80
Knocking points off
65% balance-to-active ratio — below typical for a healthy 401(k).
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
ISLAND INDUSTRIAL BOILER CASH BALANCE PENSION PLAN
$1.2M · 9 participants
WEIDNER PLUMBING & HEATING CO.
WEIDNER PLUMBING & HEATING CO. 401(K) PROFIT SHARING PLAN
$1.2M · 18 participants
Large plans in Washington
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY 401(K) RETIREMENT PLAN
$73.9B · 143,146 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
$46.2B
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants
