Kristen Wessel signed Clyde & Co US LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Clyde & Co US LLP's EIN is 20-5083001.
Download the official 2024 Form 5500 (PDF) for Clyde & Co US LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Clyde & Co US LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $77K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CERITY PARTNERS | 35-2467663 | — | CONSULTANT | $47K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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.
| PI | % 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 | Common Collective Trusts | — | — | $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 | Mutual Funds | — | — | $4.8M | 3.5% | |
| Self-Directed Brokerage Accounts * Fidelity Investments Fidelity Brokerage link | Self-Directed Brokerage | — | — | $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 | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $2.6M | 1.9% | |
| Fidelity Investments Fidelity Small Cap Growth Index Fund | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $2.1M | 1.5% | |
| Fidelity Investments Fidelity Mid Cap Value Index Fund | Common Collective Trusts | — | — | $1.7M | 1.2% | |
| Principal Diversified Real Asset Fund Class R-6 | Other securities | — | — | $1.5M | 1.1% | |
| Fidelity Investments Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $1.3M | 0.9% | |
| Fidelity Investments Fidelity Mid Cap Growth Index Fund | Common Collective Trusts | — | — | $736K | 0.5% | |
| Fidelity Investments Fidelity Emerging Market Index | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $121K | <0.1% | |
| Fidelity Investments Fidelity Government Money Market Fund | Mutual Funds | — | — | $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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SICKICH USA CPA LLP | 84-3697598 | — | ACCOUNTANT/AUDITOR | $17K | — |
