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Original filing (PDF)20250912154216NAL0000855715001
CLYDE & CO US LLP
Form 5500
FILING_RECEIVED
CLYDE & CO US LLP 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
703
Accounts w/ balance
918
Plan assets (EOY)
$136.3M
Net assets (EOY)
$136.3M
How this plan invests
This plan
18 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLYDE & CO US LLP.
Plan sponsor
Name
CLYDE & CO US LLP
EIN
20-5083001
Address
405 LEXINGTON AVENUE · NEW YORK, NY · 10174
Phone
(212) 710-3905
Industry
Law Offices· Professional & Technical Servicessee 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
2025-09-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2A · Age/service weighted or new comparability
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
SIKICH USA CPA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $77K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CERITY PARTNERS | 35-2467663 | — | CONSULTANT | $47K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SICKICH USA CPA LLP | 84-3697598 | — | ACCOUNTANT/AUDITOR | $17K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
15 direct securities · 18 pooled funds· $151.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$91.6M
18 holdings
Uncategorized
$37.0M
14 holdings
Mutual Funds
$22.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Fidelity Investments Fidelity 500 Index | Mutual Funds | — | — | $22.8M | 16.7% | |
| GG BR LIFEPATH 2045 GREAT GRAY TRUST COMPANY · EIN 26-3770058 / PN 150 | Common Collective Trust | — | — | $14.0M | 10.3% | |
| Collective Trusts Great Gray Trust Company, LLC BlackRock Russell 1000 Growth Index Fund R | — | — | — | $13.1M | 9.6% | |
| BLKRK R1000 GR IDX R GREAT GRAY TRUST COMPANY · EIN 81-1025041 / PN 012 | Common Collective Trust | — | — | $13.1M | 9.6% | |
| GG BR LIFEPATH RET GREAT GRAY TRUST COMPANY · EIN 26-3773846 / PN 157 | Common Collective Trust | — | — | $13.1M | 9.6% | |
| GG BR LIFEPATH 2050 GREAT GRAY TRUST COMPANY · EIN 26-3763061 / PN 149 | Common Collective Trust | — | — | $9.8M | 7.2% | |
| GG BR LIFEPATH 2035 GREAT GRAY TRUST COMPANY · EIN 26-3770263 / PN 152 | Common Collective Trust | — | — | $8.6M | 6.3% | |
| GG BR LIFEPATH 2040 GREAT GRAY TRUST COMPANY · EIN 26-3770208 / PN 151 | Common Collective Trust | — | — | $8.0M | 5.9% | |
| GG BR LIFEPATH 2030 GREAT GRAY TRUST COMPANY · EIN 26-3770302 / PN 153 | Common Collective Trust | — | — | $6.7M | 4.9% | |
| GG BR LIFEPATH 2055 GREAT GRAY TRUST COMPANY · EIN 46-3302432 / PN 178 | Common Collective Trust | — | — | $6.6M | 4.8% | |
| Fidelity Investments Fidelity International Index | — | — | — | $4.8M | 3.5% | |
| Self-Directed Brokerage Accounts * Fidelity Investments Fidelity Brokerage link | — | — | — | $3.1M | 2.3% | |
| LA TOTAL RETURN BP GREAT GRAY TRUST COMPANY · EIN 82-1151625 / PN 324 | Common Collective Trust | — | — | $3.1M | 2.3% | |
| Great Gray Trust Company, LLC BlackRock Russell 1000 Value Index Fund R | — | — | — | $2.8M | 2.0% | |
| BLKRK R1000 IDX VL R GREAT GRAY TRUST COMPANY · EIN 81-1009614 / PN 011 | Common Collective Trust | — | — | $2.8M | 2.0% | |
| GG BR LIFEPATH 2060 GREAT GRAY TRUST COMPANY · EIN 47-2700166 / PN 158 | Common Collective Trust | — | — | $2.8M | 2.0% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $2.6M | 1.9% | |
| Fidelity Investments Fidelity Small Cap Growth Index Fund | — | — | — | $2.6M | 1.9% | |
| PIMCO STABLE INC 1 SEI TRUST COMPANY · EIN 45-4367155 / PN 036 | Common Collective Trust | — | — | $2.5M | 1.9% | |
| Fidelity Investments Fidelity Small Cap Value Index Fund | — | — | — | $2.1M | 1.5% | |
| Fidelity Investments Fidelity Mid Cap Value Index Fund | — | — | — | $1.7M | 1.2% | |
| Principal Diversified Real Asset Fund Class R-6 | — | — | — | $1.5M | 1.1% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $1.3M | 0.9% | |
| Fidelity Investments Fidelity Mid Cap Growth Index Fund | — | — | — | $736K | 0.5% | |
| Fidelity Investments Fidelity Emerging Market Index | — | — | — | $563K | 0.4% | |
| GG BR LIFEPATH 2065 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126295 / PN 598 | Common Collective Trust | — | — | $520K | 0.4% | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional Class | — | — | — | $121K | <0.1% | |
| Fidelity Investments Fidelity Government Money Market Fund | — | — | — | $27K | <0.1% | |
| GG BR LIFEPATH 2055 GREAT GRAY TRUST · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $0 | <0.1% | |
| GG BR LIFEPATH 2060 GREAT GRAY TRUST · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $0 | <0.1% | |
| GG BR LIFEPATH 2030 GREAT GRAY TRUST · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $0 | <0.1% | |
| GG BR LIFEPATH 2065 GREAT GRAY TRUST · EIN 38-4126296 / PN 598 | Common Collective Trust | — | — | $0 | <0.1% | |
| GG BR LIFEPATH 2025 GREAT GRAY TRUST COMPANY · EIN 26-3773730 / PN 154 | Common Collective Trust | — | — | $0 | <0.1% |
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