Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SIDNEY JAMES MOTOR LODGE
EIN 62-1113666hospitalityLatest filing 2024
Plans
2
Retirement
2
$924K assets
Welfare
0
Participants
74
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $924K assets / 74 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SIDNEY JAMES MOTOR LODGE CASH BALANCE PLAN
CashBalance
Assets$705K
Participants36
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SIDNEY JAMES 401(K) PROFIT SHARING PLAN
401k
Assets$219K
Participants38
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SIDNEY JAMES MOTOR LODGE CASH BALANCE PLAN | CashBalance | $705K | 36 | 2024 | |
| 002 | SIDNEY JAMES 401(K) PROFIT SHARING PLAN | 401k | $219K | 38 | 2024 |
Retirement plans