Peter Amato signed SITE Safety LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SITE Safety LLC's EIN is 13-4076510.
Download the official 2024 Form 5500 (PDF) for SITE Safety LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SITE Safety LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EQUITABLE ADVISORS, LLC | 13-4071393 | SYRACUSE, NY | ADVISOR | $21K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund Inv 28,514 | Mutual Funds | — | — | $1.1M | 16.4% | |
| Vanguard Target Retirement 2025 Fund Inv 54,955 | Mutual Funds | — | — | $1.0M | 15.6% | |
| Vanguard Target Retirement 2040 Fund Inv 12,356 | Mutual Funds | — | — | $534K | 8.1% | |
| Vanguard Target Retirement 2045 Fund Inv 17,865 | Mutual Funds | — | — | $530K | 8.1% | |
| Vanguard Target Retirement 2035 Fund Inv 20,059 | Mutual Funds | — | — | $481K | 7.3% | |
| Vanguard Target Retirement 2020 Fund Inv 15,198 | Mutual Funds | — | — | $402K | 6.1% | |
| American Funds American Balanced Fund Class R6 8,002 | Mutual Funds | — | — | $275K | 4.2% | |
| Vanguard Target Retirement 2050 Fund Inv 5,143 | Mutual Funds | — | — | $256K | 3.9% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 4.25% to 9.50%, with maturities through December 2029 0 | Bonds / Notes | — | — | $243K | 3.7% | |
| Vanguard Growth Index Fund Admiral Shares 1,140 | Common Collective Trusts | — | — | $241K | 3.7% | |
| Vanguard Mid-Cap Index Fund Admiral Shares 689 | Common Collective Trusts | — | — | $225K | 3.4% | |
| Vanguard LifeStrategy Growth Fund Inv 4,209 | Mutual Funds | — | — | $186K | 2.8% | |
| MONEY MARKET FUND SHARES Vanguard Treasury Money Market Fund Inv 167,923 | Mutual Funds | — | — | $168K | 2.6% | |
| iShares S&P 500 Index Fund Class K 196 | Common Collective Trusts | — | — | $135K | 2.1% | |
| DFA Emerging Markets Small Cap Portfolio Institutional Class 5,667 | Mutual Funds | — | — | $132K | 2.0% | |
| BlackRock Global Allocation Fund, Inc. Class K 4,493 | Common Stocks | — | — | $84K | 1.3% | |
| Metropolitan West Total Return Bond Fund I 8,785 | Other securities | — | — | $78K | 1.2% | |
| Vanguard Target Retirement 2060 Fund Inv 1,515 | Mutual Funds | — | — | $78K | 1.2% | |
| Vanguard Wellesley Income Admiral 1,025 | Mutual Funds | — | — | $61K | 0.9% | |
| American Funds New World Fund Class R6 758 | Mutual Funds | — | — | $58K | 0.9% | |
| Principal MidCap S&P 400 Index Fund Institutional 2,426 | Common Collective Trusts | — | — | $53K | 0.8% | |
| Vanguard Target Retirement 2055 Fund Inv 886 | Mutual Funds | — | — | $49K | 0.7% | |
| American Funds U.S. Government Securities Fund Class R6 3,605 | Mutual Funds | — | — | $42K | 0.6% | |
| Vanguard GNMA Fund Inv 4,204 | Agency / Mortgage-Backed | — | — | $38K | 0.6% | |
| REGISTERED INVESTMENT COMPANIES American Beacon Small Cap Value Fund Class R5 1,508 | Other securities | — | — | $37K | 0.6% | |
| Vanguard Target Retirement 2065 Fund 375 | Mutual Funds | — | — | $13K | 0.2% | |
| Vanguard Growth And Income Fund Investor 184 | Mutual Funds | — | — | $12K | 0.2% | |
| Vanguard Target Retirement Income Fund 747 | Mutual Funds | — | — | $10K | 0.1% | |
| Vanguard Value Index Fund Admiral Shares 125 | Common Collective Trusts | — | — | $8K | 0.1% | |
| Baron Small Cap Fund Institutional Class 177 | Other securities | — | — | $6K | <0.1% | |
| Vanguard Large Cap Index Fund Admiral Shares 34 | Common Collective Trusts | — | — | $5K | <0.1% | |
| DFA International Value Portfolio Institutional Class 18 ** 364 DFA U.S. Vector Equity Portfolio Institutional Class 166 | Mutual Funds | — | — | $5K | <0.1% | |
| Vanguard Small-Cap Index Fund Admiral Shares 27 | Common Collective Trusts | — | — | $3K | <0.1% | |
| Vanguard Equity-Income Fund Admiral Shares 35 | Mutual Funds | — | — | $3K | <0.1% | |
| Federated Hermes Corporate Bond Fund Class Institutional Shares 324 | Other securities | — | — | $3K | <0.1% | |
| Vanguard Energy Fund Investor Shares 62 | Mutual Funds | — | — | $3K | <0.1% | |
| First Eagle Global Fund A 27 | Other securities | — | — | $2K | <0.1% | |
| Vanguard Real Estate Index Fund Admiral Shares 9 | Common Collective Trusts | — | — | $1K | <0.1% | |
| DFA Global Equity Portfolio Institutional Class 30 | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KATZ, SAPPER & MILLER | — | INDIANAPOLIS, IN | ACCOUNT | $17K | — |
