BARB Jones signed Siteone Landscape Supply Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Siteone Landscape Supply Inc.'s EIN is 36-4485550.
Download the official 2024 Form 5500 (PDF) for Siteone Landscape Supply Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Siteone Landscape Supply Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
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 | $245K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $70K | — |
| MENTORO GROUP LLC |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2030 Fund | Other securities | — | — | $62.9M | 12.1% | |
| T. Rowe Price Retirement 2035 Fund | Other securities | — | — | $62.7M | 12.1% | |
| Fidelity Growth Company Fund | Mutual Funds | — | — | $62.7M | 12.1% | |
| T. Rowe Price Retirement 2045 Fund | Other securities | — | — | $54.4M | 10.5% | |
| T. Rowe Price Retirement 2040 Fund | Other securities | — | — | $50.7M | 9.8% | |
| T. Rowe Price Retirement 2025 Fund | Other securities | — | — | $37.6M | 7.2% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $32.1M | 6.2% | |
| T. Rowe Price Retirement 2050 Fund | Other securities | — | — | $30.5M | 5.9% | |
| T. Rowe Price Retirement 2055 Fund | Other securities | — | — | $23.6M | 4.5% | |
| T. Rowe Price Retirement 2020 Fund | Other securities | — | — | $12.0M | 2.3% | |
| T. Rowe Price Retirement 2060 Fund | Other securities | — | — | $10.2M | 2.0% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $9.5M | 1.8% | |
| JP Morgan US Value Fund | Other securities | — | — | $7.9M | 1.5% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $7.9M | 1.5% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $6.7M | 1.3% | |
| Self-directed brokerage accounts Brokerage Link Common Stock | Self-Directed Brokerage | — | — | $5.1M | 1.0% | |
| T. Rowe Price Retirement 2065 Fund | Other securities | — | — | $5.0M | 1.0% | |
| SiteOne Company Stock | Common Stocks | — | — | $4.2M | 0.8% | |
| T. Rowe Price Retirement 2015 Fund | Other securities | — | — | $3.7M | 0.7% | |
| MFS International Diversification Fund | Mutual Funds | — | — | $3.2M | 0.6% | |
| JP Morgan Core Bond Fund | Other securities | — | — | $2.4M | 0.5% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $2.1M | 0.4% | |
| T. Rowe Price Retirement Balanced Fund | Other securities | — | — | $1.9M | 0.4% | |
| Fidelity Global Ex US Index Fund | Common Collective Trusts | — | — | $1.7M | 0.3% | |
| Fidelity Real Estate Index Fund | Common Collective Trusts | — | — | $1.7M | 0.3% | |
| Fidelity Managed Income Portfolio | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $994K | 0.2% | |
| Brokerage Link Interest Bearing Cash | Self-Directed Brokerage | — | — | $814K | 0.2% | |
| Brokerage Link Unit | Self-Directed Brokerage | — | — | $630K | 0.1% | |
| Brokerage Link Fidelity Fund | Self-Directed Brokerage | — | — | $556K | 0.1% | |
| Fidelity Inflation - Protected Index Fund | Common Collective Trusts | — | — | $546K | 0.1% | |
| Brokerage Link Government Bond | Self-Directed Brokerage | — | — | $486K | <0.1% | |
| Brokerage Link Certificate of Deposit | Self-Directed Brokerage | — | — | $227K | <0.1% | |
| Brokerage Link External Fund | Self-Directed Brokerage | — | — | $157K | <0.1% | |
| Brokerage Link Corporate Bond | Self-Directed Brokerage | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 84-2190693 |
| — |
| INVESTMENT ADVISOR |
| $7K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WINDHAM BRANNON LLC | 58-1763439 | — | ACCOUNTANT/AUDITOR | $65K | — |
