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Original filing (PDF)20250731062157NAL0012352882001
SITEONE LANDSCAPE SUPPLY INC
Form 5500
FILING_RECEIVED
SITEONE SAVINGS AND INVESTMENT PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
7,374
Accounts w/ balance
8,515
Plan assets (EOY)
$519.1M
Net assets (EOY)
$519.1M
How this plan invests
This plan
1 pooled trust
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
85
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 7 bps in Schedule C fees — modestly above peer band of 6 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SITEONE LANDSCAPE SUPPLY INC.
Plan sponsor
Name
SITEONE LANDSCAPE SUPPLY INC
EIN
36-4485550
Address
300 COLONIAL CENTER PKWY · SUITE 600 · ROSWELL, GA · 30076
Phone
(770) 255-2141
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-31
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $245K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $70K | — |
| MENTORO GROUP LLC | 84-2190693 | — | INVESTMENT ADVISOR | $7K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WINDHAM BRANNON LLC | 58-1763439 | — | ACCOUNTANT/AUDITOR | $65K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
35 direct securities · 1 pooled fund· $510.2M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$508.6M
35 holdings
Common Collective Trust
$1.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2030 Fund | — | — | — | $62.9M | 12.1% | |
| T. Rowe Price Retirement 2035 Fund | — | — | — | $62.7M | 12.1% | |
| Fidelity Growth Company Fund | — | — | — | $62.7M | 12.1% | |
| T. Rowe Price Retirement 2045 Fund | — | — | — | $54.4M | 10.5% | |
| T. Rowe Price Retirement 2040 Fund | — | — | — | $50.7M | 9.8% | |
| T. Rowe Price Retirement 2025 Fund | — | — | — | $37.6M | 7.2% | |
| Fidelity 500 Index Fund | — | — | — | $32.1M | 6.2% | |
| T. Rowe Price Retirement 2050 Fund | — | — | — | $30.5M | 5.9% | |
| T. Rowe Price Retirement 2055 Fund | — | — | — | $23.6M | 4.5% | |
| T. Rowe Price Retirement 2020 Fund | — | — | — | $12.0M | 2.3% | |
| T. Rowe Price Retirement 2060 Fund | — | — | — | $10.2M | 2.0% | |
| Fidelity Mid Cap Index Fund | — | — | — | $9.5M | 1.8% | |
| JP Morgan US Value Fund | — | — | — | $7.9M | 1.5% | |
| Fidelity Government Money Market Fund | — | — | — | $7.9M | 1.5% | |
| Fidelity Small Cap Index Fund | — | — | — | $6.7M | 1.3% | |
| Self-directed brokerage accounts Brokerage Link Common Stock | — | — | — | $5.1M | 1.0% | |
| T. Rowe Price Retirement 2065 Fund | — | — | — | $5.0M | 1.0% | |
| SiteOne Company Stock | — | — | — | $4.2M | 0.8% | |
| T. Rowe Price Retirement 2015 Fund | — | — | — | $3.7M | 0.7% | |
| MFS International Diversification Fund | — | — | — | $3.2M | 0.6% | |
| JP Morgan Core Bond Fund | — | — | — | $2.4M | 0.5% | |
| Fidelity US Bond Index Fund | — | — | — | $2.1M | 0.4% | |
| T. Rowe Price Retirement Balanced Fund | — | — | — | $1.9M | 0.4% | |
| Fidelity Global Ex US Index Fund | — | — | — | $1.7M | 0.3% | |
| Fidelity Real Estate Index Fund | — | — | — | $1.7M | 0.3% | |
| Fidelity Managed Income Portfolio | — | — | — | $1.6M | 0.3% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.6M | 0.3% | |
| DFA Emerging Markets Core Equity Fund | — | — | — | $994K | 0.2% | |
| Brokerage Link Interest Bearing Cash | — | — | — | $814K | 0.2% | |
| Brokerage Link Unit | — | — | — | $630K | 0.1% | |
| Brokerage Link Fidelity Fund | — | — | — | $556K | 0.1% | |
| Fidelity Inflation - Protected Index Fund | — | — | — | $546K | 0.1% | |
| Brokerage Link Government Bond | — | — | — | $486K | <0.1% | |
| Brokerage Link Certificate of Deposit | — | — | — | $227K | <0.1% | |
| Brokerage Link External Fund | — | — | — | $157K | <0.1% | |
| Brokerage Link Corporate Bond | — | — | — | $5K | <0.1% |