How big is Sitewise Analytics LLC's plan?

Sitewise Analytics LLC's plan reported $134K in assets and 4 participants for 2024.

Original filing (PDF)20260205170054NAL0005738880001

Sitewise Analytics LLC

Name: Sitewise Analytics LLC — Form 5500 (2024)
Creator: Sitewise Analytics LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Sitewise Analytics LLC held $134K in plan assets for 4 participants in 2024.

Signals · 1

Late filing · 2.6 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$134K

Net assets (EOY)

$134K

People on this filing

Patrick TAM signed Sitewise Analytics LLC's 2024 Form 5500 as plan administrator.

Patrick TAM — 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

Sitewise Analytics LLC's EIN is 30-1226302.

EIN 30-1226302

Plan number 001

Plan year 2024

ACK ID 20260205170054NAL0005738880001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sitewise Analytics LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sitewise Analytics LLC's 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 SITEWISE ANALYTICS LLC.

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 2.6 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

SITEWISE ANALYTICS LLC

EIN

all filings

Address

6136 FRISCO SQUARE BLVD · SUITE 491C · FRISCO, TX · 75034

Phone

(604) 260-5116

Industry

Professional & Technical Services

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

2026-02-05

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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