Plan Snapshot
- Plan Sponsor: R.W. Sidley, INC.
- Sponsor EIN: 340529112
- Sponsor Address: 6900 MADISON ROAD, THOMPSON, OH, 44086
- Plan Type: DB
- Total Participants: 12
- Total Assets: $19.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 12 | $19.9M | $520,880 | $0 |
| 2023 | 40 | $19.9M | $503,471 | $0 |
| 2022 | 84 | $20.3M | $481,864 | $0 |
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 | $417,574 | $147,165 | — | — | — |
| 2023 | $439,049 | $134,486 | — | — | — |
| 2022 | $453,097 | $164,718 | — | — | $78,374 |