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Original filing (PDF)20251009143106NAL0003659683001
R.W. SIDLEY, INC.
Form 5500
FILING_RECEIVED
R.W. SIDLEY, INC. 401(K) PLAN AND TRUST
401(k) retirement plan
Signals · 1
59% in single holding
Active participants
103
Accounts w/ balance
227
Plan assets (EOY)
$9.9M
Net assets (EOY)
$9.9M
How this plan invests
This plan
6 pooled trusts
Schedule D
6 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: FIDUCIARY INVESTMENT TRUST BALANCED PORTFOLIO (extraction pending)]" is 59% of plan.
Helping the score
- Below-peer total fees (16 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for R.W. SIDLEY, INC..
Plan sponsor
Name
R.W. SIDLEY, INC.
EIN
34-0529112
Address
6900 MADISON RD · THOMPSON, OH · 44086
Phone
(440) 352-9343
Industry
Mining, Quarrying, Oil & Gassee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ROOT, SPITZNAS & SMILEY, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $16K | — |
Investments
1 direct security · 6 pooled funds· $7.9M(80% 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
$7.6M
6 holdings
Uncategorized
$315K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIT BALANCED B COMERICA BANK & TRUST · EIN 47-6652256 / PN 001 | Common Collective Trust | — | — | $4.5M | 45.6% | |
| FIT GROWTH B COMERICA BANK & TRUST · EIN 47-6649174 / PN 001 | Common Collective Trust | — | — | $1.0M | 10.4% | |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $867K | 8.7% | |
| FIT AGGRESSIVE B COMERICA BANK & TRUST · EIN 47-6646422 / PN 001 | Common Collective Trust | — | — | $839K | 8.5% | |
| [DFE: FIDUCIARY INVESTMENT TRUST MODERATELY CONSERVATIVE PORTFOLIO (extraction pending)] | — | — | — | $315K | 3.2% | |
| FIT MOD CONSRV B COMERICA BANK & TRUST · EIN 47-6655437 / PN 001 | Common Collective Trust | — | — | $315K | 3.2% | |
| FIT CONSERVATIVE B COMERICA BANK & TRUST · EIN 47-6658632 / PN 001 | Common Collective Trust | — | — | $56K | 0.6% |
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