Find an old Bd of Trustees Sheet Metal Workers' National Pension Fund 401(k)

Who to contact about an account in the Bd of Trustees Sheet Metal Workers' National Pension Fund plan, from the filings. Free, no sign-up, no Social Security number.

Sheet Metal Workers' National Pension Fund

Bd of Trustees Sheet Metal Workers' National Pension Fund · Plan 001 · EIN 52-6112463 · Falls Church, VA

Active · plan year 2024 filingPension (defined benefit)
Plan administratorBd of Trustees Sheet Metal Workers' National Pension Fund
3180 Fairview Park Drive, Suite 400, Falls Church, VA 22042-4583
Form 5500 ↗
Recordkeeper (who holds the accounts)Bridgeway Benefit TechnologiesSchedule C ↗
Former employees with balances34,540 separated participants still had money in the planForm 5500 ↗

Bd of Trustees Sheet Metal Workers' National Pension Fund 401(k) match, vesting and fees →

Found it? Your options

Leave itOften allowed if your balance is over $7,000. You keep the plan's investments and fees.
Move it to your new job's planIf the new plan accepts roll-ins. Ask the new plan's recordkeeper.
Roll it into an IRAMore investment choices, and you control it. A direct rollover avoids withholding and penalties.
Cash outUsually taxed, plus a 10% penalty if you are under 59½.

General information, not financial or tax advice. Rules depend on your plan and situation.

How to track down the account

  1. Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
  2. If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
  3. Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.

Common questions

How do I find my old Bd of Trustees Sheet Metal Workers' National Pension Fund 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Bd of Trustees Sheet Metal Workers' National Pension Fund, (703) 739-7000. The accounts are held by the recordkeeper, Bridgeway Benefit Technologies. Have your Social Security number and dates of employment ready.

What is the Bd of Trustees Sheet Metal Workers' National Pension Fund 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (703) 739-7000.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Bd of Trustees Sheet Metal Workers' National Pension Fund and does not hold accounts. Not financial advice. Report a correction