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Original filing (PDF)20250801051436NAL0003587731001
SITETRACKER, INC.
Form 5500
FILING_RECEIVED
SITETRACKER, INC. 401K PLAN
401(k) retirement plan
Active participants
192
Accounts w/ balance
201
Plan assets (EOY)
$11.1M
Net assets (EOY)
$11.1M
How this plan invests
This plan
18 pooled trusts
Schedule D
29 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 (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SITETRACKER, INC..
Plan sponsor
Name
SITETRACKER, INC.
EIN
82-2071171
Address
235 PINE ST · SUITE 2150 · SAN FRANCISCO, CA · 94104
Phone
(919) 271-8617
Industry
Custom Computer Programming· Professional & Technical Servicessee 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
2025-08-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FRANK RIMERMAN & CO. LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $2K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
14 direct securities · 18 pooled funds· $11.1M(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.
Common Collective Trust
$9.1M
18 holdings
Registered Investment Companies
$2.1M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRP RET 2055 TRUST H T. ROWE PRICE TRUST COMPANY · EIN 35-6914728 / PN 001 | Common Collective Trust | — | — | $2.0M | 17.8% | |
| TRP RET 2050 TRUST H T. ROWE PRICE TRUST COMPANY · EIN 30-3306214 / PN 001 | Common Collective Trust | — | — | $1.4M | 12.8% | |
| TRP RET 2035 TRUST H T. ROWE PRICE TRUST COMPANY · EIN 36-7595103 / PN 001 | Common Collective Trust | — | — | $1.3M | 11.7% | |
| TRP RET 2045 TRUST H T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $1.2M | 10.4% | |
| STATE ST S&P 500 IDX SEC II STATE STREET BANK & TRUST CO · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $1.1M | 10.2% | |
| TRP RET 2060 TRUST H T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $697K | 6.3% | |
| TRP RET 2040 TRUST H T. ROWE PRICE TRUST COMPANY · EIN 35-6914729 / PN 001 | Common Collective Trust | — | — | $529K | 4.8% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $439K | 3.9% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $391K | 3.5% | |
| JPM CORE BOND R6 | Registered Investment Companies | — | — | $272K | 2.4% | |
| STAT ST RUSSELL SMDCP IDX NL C STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 167 | Common Collective Trust | — | — | $201K | 1.8% | |
| JPMORGAN US SMALL COMPANY R6 | Registered Investment Companies | — | — | $191K | 1.7% | |
| TRP RET 2030 TRUST H T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $183K | 1.6% | |
| STATE ST GLB ACE EX-US IDX II STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $177K | 1.6% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $140K | 1.3% | |
| PIMCO RAE US SM INSTL | Registered Investment Companies | — | — | $133K | 1.2% | |
| STATE ST RUSSELL SMCP IDX NL S STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 180 | Common Collective Trust | — | — | $128K | 1.2% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $127K | 1.1% | |
| GDS INTL EQUITY ESG R6 31 REGISTERED INVESTMENT COMPANY DWS RREEF REAL EST SEC R6 | Registered Investment Companies | — | — | $89K | 0.8% | |
| DODGE & COX INCOME FUND X | Registered Investment Companies | — | — | $87K | 0.8% | |
| INVESCO COMSTOCK FUND - R6 | Registered Investment Companies | — | — | $85K | 0.8% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $80K | 0.7% | |
| FEDERATED HERMES INTL LEADERS | Registered Investment Companies | — | — | $69K | 0.6% | |
| STATE US INFL PROT BD IDX NL C STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 168 | Common Collective Trust | — | — | $29K | 0.3% | |
| TRP RET 2010 TRUST H T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $20K | 0.2% | |
| DFA EMG MKT CORE EQ 2 I | Registered Investment Companies | — | — | $17K | 0.1% | |
| TRP RET 2025 TRUST H T. ROWE PRICE TRUST COMPANY · EIN 36-7495447 / PN 001 | Common Collective Trust | — | — | $12K | 0.1% | |
| AMC STRAT ALLOC MOD - R6 | Registered Investment Companies | — | — | $8K | <0.1% | |
| CAL US LC CORE RESP INDEX R6 | Registered Investment Companies | — | — | $4K | <0.1% | |
| TRP RET 2005 TRUST H T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $517 | <0.1% | |
| TRP RET 2020 TRUST H T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $440 | <0.1% | |
| TRP RET 2015 TRUST H T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $437 | <0.1% |
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