Andrew Walker signed Siteworx LLC DBA Shift7 Digital's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Siteworx LLC DBA Shift7 Digital's EIN is 82-0546172.
Download the official 2022 Form 5500 (PDF) for Siteworx LLC DBA Shift7 Digital from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Siteworx LLC DBA Shift7 Digital's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & COMPANY | 94-1737782 | — | CUSTODIAN | $777 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLINGTON CONSULTING SERVICES, INC | 54-1620949 | CHANTILLY, VA | INVESTMENT ADVISOR | $35K | — |
| BUCKINGHAM STRATEGIC PARTNERS |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Charles Schwab S&P 500 Index | Common Collective Trusts | — | — | $1.4M | 16.5% | |
| Charles Schwab Total Stock Market | Mutual Funds | — | — | $1.4M | 16.2% | |
| Charles Schwab Short-Term Bond I | Mutual Funds | — | — | $893K | 10.5% | |
| Charles Schwab International Ind | Mutual Funds | — | — | $587K | 6.9% | |
| Charles Schwab Us Aggregate Bond | Mutual Funds | — | — | $577K | 6.8% | |
| Charles Schwab Fdmtl Emerg Mkts | Mutual Funds | — | — | $541K | 6.4% | |
| Charles Schwab Small Cap Index | Mutual Funds | — | — | $456K | 5.4% | |
| Cohen & Steers Cohen & Steers Realty Sh | Other securities | — | — | $388K | 4.6% | |
| MSD Acquisition Corp Utf 253 Money Market Fund * Charles Schwab Money Fund | Mutual Funds | — | — | $349K | 4.1% | |
| Charles Schwab Us Large-Cap Gro | Mutual Funds | — | — | $181K | 2.1% | |
| Charles Schwab Target 2055 Index | Mutual Funds | — | — | $153K | 1.8% | |
| Participant Loans * Participant Loans Interest rates of 5.25% to 9.00%, -0- | Bonds / Notes | — | — | $143K | 1.7% | |
| Charles Schwab Value Advantage M | Mutual Funds | — | — | $137K | 1.6% | |
| Blackrock Growth Prepared Inv A | Other securities | — | — | $111K | 1.3% | |
| Charles Schwab 1000 Index ETF | Mutual Funds | — | — | $90K | 1.1% | |
| T. Rowe T. Rowe Price Dividend G | Other securities | — | — | $84K | 1.0% | |
| Vanguard Total Stock | Mutual Funds | — | — | $80K | 0.9% | |
| Charles Schwab Target 2030 | Mutual Funds | — | — | $78K | 0.9% | |
| Charles Schwab Fundamental Us Sm | Mutual Funds | — | — | $71K | 0.8% | |
| Advanced Micro Devic | Common Stocks | — | — | $62K | 0.7% | |
| Bridgeway Omni Small-Cap | Other securities | — | — | $49K | 0.6% | |
| Charles Schwab Markettrack Growt | Mutual Funds | — | — | $49K | 0.6% | |
| T. Rowe T. Rowe Price Target 205 | Other securities | — | — | $46K | 0.5% | |
| T. Rowe T. Rowe Price Global Sto | Other securities | — | — | $41K | 0.5% | |
| Charles Schwab Fdmtl Intl Lg Co | Mutual Funds | — | — | $41K | 0.5% | |
| Columbia Overseas Core A 406 DFA Emerging Markets Cor | Mutual Funds | — | — | $40K | 0.5% | |
| T. Rowe T. Rowe Price Blue Chip | Other securities | — | — | $38K | 0.4% | |
| Charles Schwab Us Mid-Cap Index | Mutual Funds | — | — | $37K | 0.4% | |
| Ford Motor Co | Common Stocks | — | — | $35K | 0.4% | |
| Charles Schwab Us Large-Cap Val | Mutual Funds | — | — | $32K | 0.4% | |
| Vanguard Developed Marke | Mutual Funds | — | — | $19K | 0.2% | |
| PGIM Jennison Internatio | Other securities | — | — | $18K | 0.2% | |
| Pfizer Inc | Common Stocks | — | — | $16K | 0.2% | |
| Brown Advisory Growth | Other securities | — | — | $16K | 0.2% | |
| PGIM Jennison Growth Z | Other securities | — | — | $16K | 0.2% | |
| Vanguard Global Capital 15 Vanguard Growth Index Ad | Mutual Funds | — | — | $14K | 0.2% | |
| Cisco Systems Inc | Common Stocks | — | — | $13K | 0.2% | |
| Charles Schwab Target 2040 | Mutual Funds | — | — | $13K | 0.2% | |
| Electronic Arts Inc | Common Stocks | — | — | $12K | 0.1% | |
| Spdr S&P 500 High | Common Collective Trusts | — | — | $11K | 0.1% | |
| Charles Schwab Fundamental Globa | Mutual Funds | — | — | $9K | 0.1% | |
| Vanguard Vangaurd Mid Cap Growth | Mutual Funds | — | — | $9K | 0.1% | |
| Fidelity Advisor Biotech 789 Fidelity Advisor China R 379 Fidelity Freedom 2045 | Mutual Funds | — | — | $8K | <0.1% | |
| Wasatch World Innovators 467 Wasatch Wasatch-Hoisington Us Tr | Other securities | — | — | $8K | <0.1% | |
| Apple Inc 113 BOA Bank Of America Corp | Common Stocks | — | — | $8K | <0.1% | |
| Charles Schwab Fundamental Us La | Mutual Funds | — | — | $8K | <0.1% | |
| Janus Henderson Janus Henderson Contrari | Mutual Funds | — | — | $8K | <0.1% | |
| Chimera Investment Corp | Common Stocks | — | — | $7K | <0.1% | |
| Nokia Corp F | Common Stocks | — | — | $7K | <0.1% | |
| American Funds New Persp | Mutual Funds | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 20-8307105 |
| — |
| INVESTMENT ADVISOR |
| $2K |
| — |
