R. W. Sidley, Inc. Employees' Retirement Plan
Sponsored by R.W. Sidley, Inc. · EIN 340529112 · Plan #001
- Total assets
- $19.9M
- Net assets
- $19.9M
- Active participants
- 12
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Jp Morgan Securities | Investment management, Investment management fees (direct) | $133,536 |
| Agilis Partners Llc | Actuarial, Consulting (pension), Direct payment from the plan | $84,507 |
| Key Bank Trust | Custodial (securities), Trustee (institutional), Direct payment from the plan | $22,874 |