Board Of Trustees Of Smart, Sheet Metal Workers Local 104 Supplemental 401(k) Plan: Login, Facts & Contact Information

Board Of Trustees Of Smart, Sheet Metal Workers Local 104 Supplemental 401(k) Plan Facts

Plan name
SMART, SHEET METAL WORKERS LOCAL NO. 104 SUPPLEMENTAL PENSION PLAN
Plan type
401(k) and profit sharing
Plan sponsor
BOARD OF TRUSTEES OF SMART, SHEET METAL WORKERS LOCAL 104 SUP PENSION
Participants
9,310 (4,721 active employees)
Former employees with a balance
4,337
Plan assets
$1,288,976,820 at Jun 30, 2025
Average account balance
$137,608 across 9,367 accounts
Employer contributions
$52,562,524 in plan year 2024 (85% of all contributions)
Recordkeeper
Northwest Plan Services, Inc.
Plan year
Jul 1, 2024 – Jun 30, 2025
Plan established
Jun 1, 1981
— Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jul 1, 2024 – Jun 30, 2025), filed Apr 15, 2026. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $61.9 million went into the plan in contributions, $52.6 million of it from the employer (85%).
  • $70.0 million was paid out to participants.
  • Investment and other income added $149.7 million.
  • Administrative expenses were $1.39 million, about $149 per account.

How the Board Of Trustees Of Smart, Sheet Metal Workers Local 104 Supplemental 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
201911,004$828.6 million$52.6 million$33.3 million
202011,374$1.03 billion$53.1 million$42.6 million
20218,863$914.9 million$50.6 million$45.6 million
20228,876$1.01 billion$54.6 million$46.8 million
20239,108$1.15 billion$53.2 million$50.4 million
20249,310$1.29 billion$52.6 million$70.0 million

Board Of Trustees Of Smart, Sheet Metal Workers Local 104 Supplemental 401(k) Contact Information

Phone
925-208-9994
Mailing address
3240B CONSTITUTION DRIVE, LIVERMORE CA 94551
Plan sponsor
BOARD OF TRUSTEES OF SMART, SHEET METAL WORKERS LOCAL 104 SUP PENSION
Employer identification number (EIN)
94-6560138
Plan number
001

Questions about the Board Of Trustees Of Smart, Sheet Metal Workers Local 104 Supplemental 401(k)

Does Board Of Trustees Of Smart, Sheet Metal Workers Local 104 Supplemental contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500. It did report $52.6 million in employer contributions for plan year 2024.

Does the Board Of Trustees Of Smart, Sheet Metal Workers Local 104 Supplemental 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Board Of Trustees Of Smart, Sheet Metal Workers Local 104 Supplemental 401(k) plan?

9,310 participants at the start of plan year 2024, 4,721 of them active employees, and 4,337 former employees who still had money in the plan.

What is the average 401(k) balance at Board Of Trustees Of Smart, Sheet Metal Workers Local 104 Supplemental?

About $137,608 per account: $1.29 billion in plan assets across 9,367 accounts with a balance at the end of plan year 2024.

Who manages the Board Of Trustees Of Smart, Sheet Metal Workers Local 104 Supplemental 401(k) accounts?

NWPS (listed on the filing as NORTHWEST PLAN SERVICES, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Board Of Trustees Of Smart, Sheet Metal Workers Local 104 Supplemental. How do I access my 401(k)?

Your account stays with NWPS after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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