Siteone Savings And Investment Plan
Sponsored by Siteone Landscape Supply Inc · EIN 364485550 · Plan #002
- Total assets
- $519M
- Net assets
- $519M
- Active participants
- 7,374
- With balances
- 8,515
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $245,250 |
| Lpl Financial Llc | Investment advisory (plan) | $70,000 |
| Windham Brannon Llc | Accounting | $65,000 |
| Mentoro Group Llc | Investment advisory (participants) | $7,050 |