Plan Ledger DOL Form 5500 · updated monthly

Site Centers Corp.401(k)

SITE CENTERS CORP. 401(K) PLAN & TRUST · BEACHWOOD, OH · plan year 2023

Reported admin expense ratio · 2023
0.07%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Site Centers Corp. reported $35,840 in plan administrative expenses for 2023: 0.07% of average plan assets, below the peer median. Employer contributions averaged $3,450 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio rose from 0.04% to 0.07%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 596th-largest of 3,295 plans among Ohio employers on file, and the 254th of 2,096 in real estate & leasing. In 2023, employees put in $3.60 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$56,708,907
Participants with balances420
Active participants221
Employer contributions$762,447
Employee contributions$2,745,289
Employer contribution per active participant$3,450
Average account balance$135,021
Benefits paid to participants$7,363,353
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$56.7M · 420 accts · $762K emplr
2022$51.4M · 454 accts · $778K emplr
Administrative expenses, itemized · 2023
Audit (IQPA)$17,900
Total administrative$35,840
The Site Centers Corp. 401(k) match · 2023
Employer contribution per active participant$3,450
Median for plans this size$3,659
2023$3,450 per active participant
2022$2,870 per active participant

Site Centers Corp.'s 2023 employer contribution ran below the $3,659 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
ENZA FINANCIAL · Consulting$49,775
BOBER, MARKEY, FEDOROVICH & COMPANY · Accounting / audit$17,900
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2023$35,840 · 0.07%
2022$21,445 · 0.04%
Same employer
Similar plansReal Estate & Leasing · Ohio
Howard Hanna Smythe Cramer OH$63.1M · 0.27%
Nrp Investments LLC OH$43.4M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341723097 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.