Plan Ledger DOL Form 5500 · updated monthly

Siteworks Holding Co., Inc.401(k)

SITEWORKS HOLDING CO., INC. 401(K) PLAN · CHANDLER, AZ · plan year 2022

Reported admin expense ratio · 2022
1.28%

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

Siteworks Holding Co., Inc. reported $13,208 in plan administrative expenses for 2022: 1.28% of average plan assets, higher than ~90% of peers. Employer contributions averaged $870 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other management of companies employers. By assets it is among the smaller plans on file in Arizona (1,133rd of 1,285), and 749th of 786 in management of companies. In 2022, employees put in $1.65 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,183,467
Participants with balances45
Active participants163
Employer contributions$141,756
Employee contributions$233,822
Employer contribution per active participant$870
Average account balance$26,299
Benefits paid to participants$21,342
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$-1.4M · 127 accts · $1.4M emplr
2023$-10.6M · 107 accts · $1.4M emplr
2022$1.2M · 45 accts · $142K emplr
The Siteworks Holding Co., Inc. 401(k) match · 2022
Employer contribution per active participant$870
Median for plans this size$1,114
2024$12,078 per active participant
2023$13,338 per active participant
2022$870 per active participant

Siteworks Holding Co., Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024Not separately reported
2023Not separately reported
2022$13,208 · 1.28%
All plans at this employer2
SITEWORKS HOLDING CO., INC. 401(K) PLAN401(k)
SITEWORKS HOLDING CO., INC. 401(K) PLAN401(k)
Similar plansManagement of Companies · Arizona
Rainy Partners, LLC. AZ$11.5M · 0.05%
Devi Holdings, Inc. AZ$3.6M · 2.62%
Exodyne, Inc. AZ$2.1M · 1.25%
Twins Management, Inc. AZ$1.1M · 0.15%
New Gen Holdings, Inc. AZ$310K · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 871265350 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.