LORI Parsons signed SITE Centers Corp.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SITE Centers Corp.'s EIN is 34-1723097.
Download the official 2023 Form 5500 (PDF) for SITE Centers Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)SITE Centers Corp.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENZA FINANCIAL | 47-1337968 | — | CONSULTANT | $50K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $7.3M | 12.9% | |
| Fidelity Freedom 2045 | Mutual Funds | — | — | $4.5M | 7.9% | |
| Dodge & Cox Stock | Mutual Funds | — | — | $4.5M | 7.9% | |
| Fidelity Freedom 2040 | Mutual Funds | — | — | $3.8M | 6.7% | |
| Fidelity Freedom 2035 | Mutual Funds | — | — | $3.3M | 5.9% | |
| Fidelity Freedom 2030 | Mutual Funds | — | — | $3.2M | 5.6% | |
| Fidelity Freedom 2050 | Mutual Funds | — | — | $3.1M | 5.6% | |
| Fidelity Balanced | Mutual Funds | — | — | $2.7M | 4.8% | |
| Fidelity Government MMKT | Mutual Funds | — | — | $2.3M | 4.1% | |
| Fidelity Freedom 2025 | Mutual Funds | — | — | $2.3M | 4.1% | |
| Artisan Mid Cap Inv | Other securities | — | — | $2.3M | 4.0% | |
| Vanguard Midcap Cap Ind Adm | Mutual Funds | — | — | $2.1M | 3.7% | |
| Fidelity Freedom 2020 | Mutual Funds | — | — | $1.9M | 3.4% | |
| AC Focus Dynamic Growth | Other securities | — | — | $1.8M | 3.2% | |
| Fidelity US BD Index | Mutual Funds | — | — | $1.6M | 2.9% | |
| American New Perspective Fund | Other securities | — | — | $1.4M | 2.5% | |
| Fidelity Diversified Intl | Mutual Funds | — | — | $1.4M | 2.4% | |
| Vanguard Selected Value | Mutual Funds | — | — | $1.2M | 2.1% | |
| Fidelity Freedom 2055 | Mutual Funds | — | — | $1.2M | 2.1% | |
| Cohen & Steers Realty | Other securities | — | — | $907K | 1.6% | |
| PIMCO Total Return Fund | Mutual Funds | — | — | $783K | 1.4% | |
| Vanguard SM Cap Ind Adm | Mutual Funds | — | — | $712K | 1.3% | |
| Fidelity Freedom 2060 | Mutual Funds | — | — | $652K | 1.1% | |
| Participants' Notes Receivable | Other securities | — | — | $433K | 0.8% | |
| Fidelity Freedom 2015 | Mutual Funds | — | — | $422K | 0.7% | |
| DFA Large Cap International I | Mutual Funds | — | — | $236K | 0.4% | |
| Fidelity Government Income Fund | Mutual Funds | — | — | $183K | 0.3% | |
| Fidelity Freedom 2010 | Mutual Funds | — | — | $97K | 0.2% | |
| GQC Partners Emerging Markets Equity | Other securities | — | — | $91K | 0.2% | |
| Fidelity Freedom 2065 | Mutual Funds | — | — | $77K | 0.1% | |
| Fidelity Freedom Income | Mutual Funds | — | — | $63K | 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 |
|---|---|---|---|---|---|
| BOBER, MARKEY, FEDOROVICH & COMPANY | 34-1523030 | — | ACCOUNTANT/AUDITOR | $18K | — |
