AUMdb

Sotheby's, Inc. Retirement Savings Plan

Sponsored by Sotheby's, Inc. · EIN 382478406 · Plan #002

Total assets
$249M
Net assets
$249M
Active participants
814
With balances
1,665

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Vanguard Advisers, Inc. CRD 106715 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
The Vanguard Group, Inc. Recordkeeping, Trustee (directed), Participant loan processing $94,915
Vanguard Advisers Inc. Investment advisory (participants) $71,801