Plan Snapshot
- Plan Sponsor: R.W. Sidley, INC.
- Sponsor EIN: 340529112
- Sponsor Address: 6900 MADISON RD, THOMPSON, OH, 44086
- Plan Type: 401(k)
- Total Participants: 103
- Total Assets: $9.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 103 | $9.9M | $307,711 | $369,957 |
| 2023 | 166 | $15.3M | $529,023 | $759,774 |
| 2022 | 239 | $14.2M | $486,608 | $686,707 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| ROOT, SPITZNAS & SMILEY, INC. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $16,027 | — | $302 | — | — |
| 2023 | $26,244 | — | — | — | — |
| 2022 | $23,664 | — | — | — | — |