Debby Frost signed SITE Organic LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SITE Organic LLC's EIN is 46-1145297.
Download the official 2024 Form 5500 (PDF) for SITE Organic LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SITE Organic LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $55K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES INC | 33-0785439 | — | NONE | $32K | — |
| WITHUM SMITH BROWN PC |
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 | |||||
|---|---|---|---|---|---|---|
| SCHWAB INDEXED RET TR FUND 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $3.1M | 12.8% | |
| Schwab Indexed Ret Tr Fd 2030 I | Mutual Funds | — | — | $3.1M | 12.8% | |
| SCHWAB INDEXED RET TR FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $2.8M | 11.7% | |
| SCHWAB INDEXED RET TR FUND 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $2.8M | 11.7% | |
| SCHWAB INDEXED RET TR FUND 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $2.5M | 10.3% | |
| SCHWAB INDEXED RET TR FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $2.1M | 8.6% | |
| Vanguard Growth Index Admiral | Mutual Funds | — | — | $1.8M | 7.4% | |
| SCHWAB INDEXED RET TR FUND 2025 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $1.7M | 7.1% | |
| SCHWAB INDEXED RET TR FUND 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $1.3M | 5.6% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.3M | 5.6% | |
| SCHWAB INDEXED RET TR FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $665K | 2.8% | |
| SCHWAB INDEXED RET TR FUND 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $618K | 2.6% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $553K | 2.3% | |
| BLACKROCK MD CAP GWTH PORT K Registered Investment Company | Common Stocks | — | — | $397K | 1.7% | |
| Vanguard Equity-Income Adm | Mutual Funds | — | — | $382K | 1.6% | |
| American Funds New World R6 | Mutual Funds | — | — | $381K | 1.6% | |
| Participant loans Interest rates ranging from 4.25% to 9.50% with | Bonds / Notes | — | — | $294K | 1.2% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $183K | 0.8% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $178K | 0.7% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $176K | 0.7% | |
| SCHWAB INDEXED RET TR FUND 2015 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 012 | Common Collective Trust | — | — | $155K | 0.6% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $144K | 0.6% | |
| Fidelity Small Cap Growth K6 | Mutual Funds | — | — | $129K | 0.5% | |
| PIMCO Income Instl | Mutual Funds | — | — | $125K | 0.5% | |
| JPMORGAN INTL EQT FD CL R6 Registered Investment Company | Common Stocks | — | — | $72K | 0.3% | |
| JPMorgan International Equity R6 | Other securities | — | — | $72K | 0.3% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $63K | 0.3% | |
| Cohen & Steers Real Estate | Other securities | — | — | $44K | 0.2% | |
| ClearBridge International Growth | Other securities | — | — | $36K | 0.1% | |
| Allspring Special Small Cap Value | Other securities | — | — | $27K | 0.1% | |
| Baird Core Plus Bond Inst | Other securities | — | — | $15K | <0.1% | |
| SCHWAB INDEXED RET 2010 I Common Collective Trust Fund | Common Collective Trusts | — | — | $5K | <0.1% | |
| SCHWAB INDEXED RET TR FUND 2010 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 011 | Common Collective Trust | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 22-2027092 |
| — |
| NONE |
| $28K |
| — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
