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Original filing (PDF)20250912043057NAL0001027345001
SITELOGIQ, INC
Form 5500
FILING_RECEIVED
SITELOGIQ, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
477
Accounts w/ balance
517
Plan assets (EOY)
$44.6M
Net assets (EOY)
$44.6M
How this plan invests
This plan
32 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
Helping the score
- Below-peer total fees (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SITELOGIQ, INC.
Plan sponsor
Name
SITELOGIQ, INC
EIN
82-0714007
Address
80 S. 8TH STREET, SUITE 1850 · MINNEAPOLIS, MN · 55402
Phone
(844) 892-8626
Industry
Constructionsee 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
2025-09-12
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BROWN PLUS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $39K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA FINANCIAL, INC. | 35-2552359 | — | INVESTMENT ADVISOR | $29K | — |
Investments
32 direct securities· $44.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Funds | — | — | — | $5.8M | 13.1% | |
| Vanguard Target Retirement 2030 Fund Mutual Funds | — | — | — | $3.8M | 8.5% | |
| Vanguard Target Retirement 2035 Fund Mutual Funds | — | — | — | $3.7M | 8.3% | |
| Vanguard Target Retirement 2040 Fund Mutual Funds | — | — | — | $3.3M | 7.4% | |
| Vanguard Target Retirement 2045 Fund Mutual Funds | — | — | — | $3.3M | 7.3% | |
| Vanguard Target Retirement 2055 Fund Mutual Funds | — | — | — | $3.2M | 7.2% | |
| Vanguard Target Retirement 2025 Fund Mutual Funds | — | — | — | $3.1M | 6.9% | |
| Fidelity Lg Cap Growth Index Mutual Funds | — | — | — | $2.5M | 5.6% | |
| Vanguard Target Retirement 2050 Fund Mutual Funds | — | — | — | $2.3M | 5.2% | |
| American Funds New Perspective Fund Mutual Funds | — | — | — | $1.6M | 3.7% | |
| Eaton Vance Atlanta Capital SMID-Cap Fund Mutual Funds | — | — | — | $1.6M | 3.6% | |
| Vanguard Equity-Income Fund Mutual Funds | — | — | — | $1.3M | 2.9% | |
| Vanguard Target Retirement 2060 Fund Mutual Funds | — | — | — | $1.2M | 2.7% | |
| Vanguard Mid-Cap Index Fund Mutual Funds | — | — | — | $1.1M | 2.5% | |
| Vanguard Target Retirement 2065 Fund Mutual Funds | — | — | — | $679K | 1.5% | |
| MFS International Growth Fund Mutual Funds | — | — | — | $662K | 1.5% | |
| Vanguard Small-Cap Index Fund Mutual Funds | — | — | — | $657K | 1.5% | |
| Vanguard Target Retirement Income Fund Mutual Funds | — | — | — | $432K | 1.0% | |
| DFA Emerging Markets Core Equity Portfolio Mutual Funds | — | — | — | $431K | 1.0% | |
| Vanguard Target Retirement 2020 Fund Mutual Funds | — | — | — | $430K | 1.0% | |
| PIMCO Income Fund Mutual Funds | — | — | — | $425K | 1.0% | |
| Vanguard Total Bond Market Index Fund Mutual Funds | — | — | — | $422K | 0.9% | |
| Victory Sycamore Established Value Fund Mutual Funds | — | — | — | $411K | 0.9% | |
| Fidelity Government Money Market Fund Money Market Fund | — | — | — | $365K | 0.8% | |
| Notes receivable from participants Bearing interest at 4.25%-9.50% - | — | — | — | $339K | 0.8% | |
| DFA U.S. Targeted Value Portfolio Mutual Funds | — | — | — | $320K | 0.7% | |
| Fidelity Short-term Investment Account Money Market Fund | — | — | — | $288K | 0.6% | |
| PGIM Global Total Return Fund Mutual Funds | — | — | — | $256K | 0.6% | |
| Voya Intermediate Bond Fund Mutual Funds | — | — | — | $241K | 0.5% | |
| Fidelity Total International Index Fund Mutual Funds | — | — | — | $191K | 0.4% | |
| Delaware Ivy Small Cap Growth Fund Mutual Funds | — | — | — | $90K | 0.2% | |
| Vanguard Target Retirement 2070 Fund Mutual Funds | — | — | — | $62K | 0.1% |
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