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Original filing (PDF)20250806103746NAL0001664483001
SELECTIVE SITE CONSULTANTS, INC.
Form 5500
FILING_RECEIVED
SELECTIVE SITE CONSULTANTS, INC. 401K PLAN
401(k) retirement plan
Active participants
77
Accounts w/ balance
99
Plan assets (EOY)
$6.5M
Net assets (EOY)
$6.5M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SELECTIVE SITE CONSULTANTS, INC..
Plan sponsor
Name
SELECTIVE SITE CONSULTANTS, INC.
EIN
74-2841514
Address
7171 WEST 95TH STREET, SUITE 600 · OVERLAND PARK, KS · 66212
Phone
(913) 438-7700
Industry
Real Estatesee all
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
2025-08-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
VARNEY & ASSOCIATES CPAS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS | — | IRVINE, CA | RECORDKEEPER | $12K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CRAFT & SAGE WEALTH LLC | — | KANSAS CITY, MO | INVESTMENT ADVISOR | $14K | — |
Investments
26 direct securities · 1 pooled fund· $6.5M(100% 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
$6.1M
26 holdings
Common Collective Trust
$377K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2050 Target Date Fund Mutual fund | — | — | — | $993K | 15.4% | |
| American Funds 2035 Target Date Fund Mutual fund | — | — | — | $955K | 14.8% | |
| American Funds 2040 Target Date Fund Mutual fund | — | — | — | $780K | 12.1% | |
| American Funds Washington Mutual fund | — | — | — | $480K | 7.4% | |
| EB MAGIC 40 STABLE VALUE FUND KEYBANK, NA (EB MAGIC FUND) · EIN 34-6903863 / PN 002 | Common Collective Trust | — | — | $377K | 5.8% | |
| American Funds 2030 Target Date Fund Mutual fund | — | — | — | $360K | 5.6% | |
| Fidelity Extended Market Index Mutual fund | — | — | — | $327K | 5.1% | |
| American Funds 2055 Target Date Fund Mutual fund | — | — | — | $301K | 4.7% | |
| Fidelity 500 Index Mutual fund | — | — | — | $268K | 4.1% | |
| American Funds 2045 Target Date Fund Mutual fund | — | — | — | $236K | 3.6% | |
| American Funds 2025 Target Date Fund Mutual fund | — | — | — | $190K | 2.9% | |
| American Funds Amcap Mutual fund | — | — | — | $181K | 2.8% | |
| American Funds 2060 Target Date Fund Mutual fund | — | — | — | $166K | 2.6% | |
| Fidelity US Bond Index Mutual fund | — | — | — | $154K | 2.4% | |
| American Funds 2020 Target Date Fund Mutual fund | — | — | — | $141K | 2.2% | |
| American Funds Investment Co of America Mutual fund | — | — | — | $114K | 1.8% | |
| American Funds New World Mutual fund | — | — | — | $92K | 1.4% | |
| Principal Global Real Estate Mutual fund | — | — | — | $80K | 1.2% | |
| American Funds 2015 Target Date Fund Mutual fund | — | — | — | $68K | 1.1% | |
| American Funds 2010 Target Date Fund Mutual fund | — | — | — | $59K | 0.9% | |
| Fidelity Total International Index Mutual fund | — | — | — | $53K | 0.8% | |
| American Funds 2065 Target Date Fund Mutual fund | — | — | — | $33K | 0.5% | |
| American Funds Europacific Growth Mutual fund | — | — | — | $20K | 0.3% | |
| PGIM High Yield Mutual fund | — | — | — | $13K | 0.2% | |
| American Funds 2070 Target Date Fund Mutual fund 367 * Participant loans 9.25%-9.50% | — | — | — | $8K | 0.1% | |
| American Fund Capital World Bond Mutual fund 287 * American Funds Inflation Linked Mutual fund 14 * American Funds Interm Bond Fund of America Mutual fund | — | — | — | $8K | 0.1% | |
| American Funds Bond Fund of America Mutual fund | — | — | — | $5K | <0.1% |