Scott Joles signed R.W. Sidley, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
R.W. Sidley, Inc.'s EIN is 34-0529112.
Download the official 2024 Form 5500 (PDF) for R.W. Sidley, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)R.W. Sidley, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
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 | $16K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $9.7M | 98.2% | |
| 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% | |
| 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% |
