How big is SITE Design Concepts' plan?

SITE Design Concepts' plan reported $2.6M in assets and 27 participants for 2025.

Original filing (PDF)20260506093134NAL0002397248001

SITE Design Concepts

Name: SITE Design Concepts — SITE Design Concepts 401(k), Form 5500 (2025)
Creator: SITE Design Concepts
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SITE Design Concepts 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · SITE Design Concepts' SITE Design Concepts 401(k) Profit Sharing Plan & Trust held $2.6M in plan assets for 27 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Heather ROE signed SITE Design Concepts' 2025 Form 5500 as plan administrator.

Heather ROE — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

SITE Design Concepts' EIN is 25-1722536.

EIN 25-1722536

Plan number 001

Plan year 2025

ACK ID 20260506093134NAL0002397248001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for SITE Design Concepts from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

SITE Design Concepts' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SITE DESIGN CONCEPTS.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score