How big is Sidoti & Company L.L.C.'s plan?

Sidoti & Company L.L.C.'s plan reported $12.2M in assets and 37 participants for 2024.

Original filing (PDF)20250623154929NAL0006078193001

Sidoti & Company L.L.C.

Name: Sidoti & Company L.L.C. — Sidoti & Company, Form 5500 (2024)
Creator: Sidoti & Company L.L.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sidoti & Company Retirement Savings Plan

401(k) retirement plan · Sidoti & Company L.L.C.'s Sidoti & Company Retirement Savings Plan held $12.2M in plan assets for 37 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.2M

Net assets (EOY)

$12.2M

Plan identifiers

Sidoti & Company L.L.C.'s EIN is 36-4279615.

EIN 36-4279615

Plan number 001

Plan year 2024

ACK ID 20250623154929NAL0006078193001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sidoti & Company L.L.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sidoti & Company L.L.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score