Sidley Austin Llp Retirement Plan For Partners
Sponsored by Sidley Austin Llp · EIN 364474078 · Plan #004
- Total assets
- $435M
- Net assets
- $435M
- Active participants
- 573
- With balances
- 960
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cambridge Associates, Llc CRD 104942 | deterministic · 100% | 2024 |
| William Blair Investment Management, Llc CRD 173961 | fuzzy_auto · 97% | 2024 |
| Mercer Investment Solutions Llc CRD 155919 | fuzzy_auto · 94% | 2024 |
| Cerity Partners Llc CRD 151559 | deterministic · 100% | 2024 |
| Howard Capital Management, Llc CRD 118070 | deterministic · 100% | 2024 |
| Composition Wealth, Llc CRD 143483 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| At Investment Advisers Inc | Investment advisory (participants), Direct payment from the plan | $108,781 |
| Cambridge Associates Llc | Investment advisory (plan), Direct payment from the plan | $50,673 |
| Kpmg Llp | Accounting, Direct payment from the plan | $44,400 |
| Schwab Retirement Plan Services Inc | Recordkeeping, Recordkeeping fees | $38,798 |
| William Blair Investment Mgmt | Investment advisory (participants), Direct payment from the plan | $29,484 |
| Mercer Investment Consulting Inc | Investment advisory (plan), Direct payment from the plan | $21,851 |
| Cerity Partners Llc | Investment advisory (participants), Direct payment from the plan | $12,336 |
| Howard Capital Management Inc | Investment advisory (participants), Direct payment from the plan | $9,534 |
| Composition Wealth Llc | Investment advisory (participants), Direct payment from the plan | $7,769 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $2,205 |