Ketti Marcoff signed On SITE Management, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
On SITE Management, Inc.'s EIN is 81-0445392.
Download the official 2023 Form 5500 (PDF) for On SITE Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)On SITE Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREAT-WEST LIFE & ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $13K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $7K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | OTHER | $4 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Empower Int'l Value Instl - | Other securities | — | — | $3.0M | 17.3% | |
| TIAA-CREF Core Impact Bond Instl - 18 Vanguard 500 Index Admiral - | U.S. Treasuries | — | — | $2.3M | 13.0% | |
| Vanguard Total Bond Market Index - | Mutual Funds | — | — | $1.9M | 10.9% | |
| Vanguard Equity Income - | Mutual Funds | — | — | $1.5M | 8.7% | |
| American Funds New World - | Mutual Funds | — | — | $1.4M | 8.0% | |
| TIAA-CREF Large Cap GR - | Mutual Funds | — | — | $1.2M | 7.1% | |
| Victory Sycamore Established Value - | Other securities | — | — | $847K | 4.8% | |
| Vanguard Mid Cap Index - Admiral - | Mutual Funds | — | — | $801K | 4.6% | |
| Vanguard Mid Cap Growth Index Adm - | Mutual Funds | — | — | $625K | 3.6% | |
| Vanguard Small Cap Index - | Mutual Funds | — | — | $623K | 3.6% | |
| Vanguard Small Cap Value Index - | Mutual Funds | — | — | $621K | 3.5% | |
| Vanguard Real Estate Index Admiral - | Mutual Funds | — | — | $417K | 2.4% | |
| Empower Key Guaranteed Portfolio - | Other securities | — | — | $402K | 2.3% | |
| DFA Inflation-Protected Securities - | Mutual Funds | — | — | $351K | 2.0% | |
| Vanguard Small Cap Growth - | Mutual Funds | — | — | $264K | 1.5% | |
| Vanguard High-Yield Corporate - | Mutual Funds | — | — | $216K | 1.2% | |
| American Funds New Perspective - | Mutual Funds | — | — | $210K | 1.2% | |
| Baird Core Plus - | Other securities | — | — | $159K | 0.9% | |
| 2023 American Funds American Balanced - | Mutual Funds | — | — | $80K | 0.5% | |
| Vanguard International Growth ADM - | Mutual Funds | — | — | $73K | 0.4% | |
| Vanguard Long-term Treasury Ind ADM - | Mutual Funds | — | — | $48K | 0.3% | |
| American Funds Small Cap World - | Mutual Funds | — | — | $40K | 0.2% | |
| Vanguard Health Care Index ADM - | Mutual Funds | — | — | $11K | <0.1% | |
| Parnassus Core Equity Instl - | Other securities | — | — | $5K | <0.1% | |
| Fidelity Advisor Energy I | Mutual Funds | — | — | $1K | <0.1% | |
| PIMCO International Bond - | Mutual Funds | — | — | $1K | <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 |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SANNAH M BRANDT LLC DBA UPA | — | BOZEMAN, MT | CONTRACT ADMIN | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALBORN UITHOVEN RIEKENBERG | — | BOZEMAN, MT | AUDITOR | $11K | — |
