Sheet Metal Workers 270 401(k) Plan: Login, Facts & Contact Information

Sheet Metal Workers 270 401(k) Plan Facts

Plan name
SHEET METAL WORKERS' 270 DEFINED CONTRIBUTION PENSION PLAN
Plan type
401(k) and profit sharing
Plan sponsor
TRUSTEES-SHEET METAL WORKERS' LOCAL 270 DC PENSION PLAN
Participants
628 (396 active employees)
Former employees with a balance
57
Plan assets
$8,735,624 at Dec 31, 2024
Average account balance
$19,115 across 457 accounts
Employer contributions
$113,979 in plan year 2024 (22% of all contributions)
Recordkeeper
Trust Company Of Oklahoma
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jul 1, 2010
— 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 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $519,707 went into the plan in contributions, $113,979 of it from the employer (22%).
  • $708,716 was paid out to participants.
  • Investment and other income added $1.35 million.
  • Administrative expenses were $102,435, about $224 per account.

How the Sheet Metal Workers 270 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019516$5.20 million$74,556$542,257
2020557$6.07 million$54,695$276,072
2021722$7.36 million$54,119$70,566
2022695$6.22 million$96,667$209,300
2023571$7.69 million$86,064$144,843
2024628$8.74 million$113,979$708,716

Sheet Metal Workers 270 401(k) Contact Information

Phone
918-587-2388
Mailing address
1863 N 105TH E AVE, TULSA OK 741161513
Plan sponsor
TRUSTEES-SHEET METAL WORKERS' LOCAL 270 DC PENSION PLAN
Employer identification number (EIN)
27-2519987
Plan number
001

Questions about the Sheet Metal Workers 270 401(k)

Does Sheet Metal Workers 270 contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500. It did report $113,979 in employer contributions for plan year 2024.

Does the Sheet Metal Workers 270 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Sheet Metal Workers 270 401(k) plan?

628 participants at the start of plan year 2024, 396 of them active employees, and 57 former employees who still had money in the plan.

What is the average 401(k) balance at Sheet Metal Workers 270?

About $19,115 per account: $8.74 million in plan assets across 457 accounts with a balance at the end of plan year 2024.

Who manages the Sheet Metal Workers 270 401(k) accounts?

TRUST COMPANY OF OKLAHOMA is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Sheet Metal Workers 270. How do I access my 401(k)?

Your account stays with TRUST COMPANY OF OKLAHOMA 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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