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Original filing (PDF)20251014121316NAL0002856385001
SITECORE USA, INC.
Form 5500
FILING_RECEIVED
SITECORE USA, INC. 401(K) PLAN & TRUST
401(k) retirement plan
Active participants
350
Accounts w/ balance
636
Plan assets (EOY)
$61.1M
Net assets (EOY)
$61.1M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (4 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SITECORE USA, INC..
Plan sponsor
Name
SITECORE USA, INC.
EIN
30-0262390
Address
44 MONTGOMERY ST · SUITE 3340 · SAN FRANCISCO, CA · 94104
Phone
(415) 326-7518
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BFBA,LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $6K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $19K | — |
Investments
25 direct securities· $61.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual fund | — | — | — | $9.3M | 15.2% | |
| Vanguard Target Retirement 2050 Fund Mutual fund | — | — | — | $7.4M | 12.2% | |
| Vanguard Target Retirement 2045 Fund Mutual fund | — | — | — | $7.2M | 11.9% | |
| Vanguard Target Retirement 2040 Fund Mutual fund | — | — | — | $5.7M | 9.3% | |
| Vanguard Target Retirement 2055 Fund Mutual fund | — | — | — | $4.9M | 8.1% | |
| Vanguard Target Retirement 2035 Fund Mutual fund | — | — | — | $4.5M | 7.4% | |
| Vanguard Target Retirement 2030 Fund Mutual fund | — | — | — | $4.4M | 7.3% | |
| JPMorgan Large Cap Growth Fund Class R6 Mutual fund | — | — | — | $2.8M | 4.6% | |
| Vanguard Target Retirement 2060 Fund Mutual fund | — | — | — | $2.5M | 4.0% | |
| Vanguard Developed Markets Index Fund Admiral Mutual fund | — | — | — | $1.9M | 3.2% | |
| Janus Henderson Enterprise Fund N Mutual fund | — | — | — | $1.4M | 2.3% | |
| Vanguard Mid-Cap Index Fund Admiral Mutual fund | — | — | — | $1.1M | 1.9% | |
| Vanguard Small-Cap Index Fund Admiral Mutual fund | — | — | — | $1.1M | 1.9% | |
| Vanguard Total Bond Market Index Fund Mutual fund | — | — | — | $1.1M | 1.8% | |
| MFS Mid-Cap Value Fund Class R6 Mutual fund | — | — | — | $774K | 1.3% | |
| Vanguard Federal Money Market Fund Interest-bearing cash | — | — | — | $746K | 1.2% | |
| DFA Emerging Markets Portfolio Mutual fund | — | — | — | $737K | 1.2% | |
| JPMorgan Equity Income Fund Class R6 Mutual fund | — | — | — | $712K | 1.2% | |
| Vanguard Target Retirement 2025 Fund Mutual fund | — | — | — | $670K | 1.1% | |
| Janus Henderson Triton Fund N Mutual fund | — | — | — | $618K | 1.0% | |
| DFA U.S. Targeted Value Portfolio Mutual fund | — | — | — | $404K | 0.7% | |
| Notes receivables from participants Loans (4.25% - 9.50%) | — | — | — | $361K | 0.6% | |
| Vanguard Target Retirement 2020 Fund Mutual fund | — | — | — | $258K | 0.4% | |
| DFA Inflation-Protected Securities Portfolio Mutual fund | — | — | — | $211K | 0.3% | |
| Vanguard Target Retirement Income Mutual fund | — | — | — | $32K | <0.1% |
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