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Original filing (PDF)20250908103705NAL0040801410001
SITEWORKS HOLDING CO., INC.
Form 5500
FILING_RECEIVED
SITEWORKS HOLDING CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 3
100% in single holding100% employer stockNo recordkeeper disclosed
Active participants
120
Accounts w/ balance
127
Plan assets (EOY)
$22.3M
Net assets (EOY)
-$1.4M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
50
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Non-Participant Directed * SiteWorks Holding Co., Inc Company Stock Common stock, 401,000 shares" is 100% of plan.
- 100% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SITEWORKS HOLDING CO., INC..
Plan sponsor
Name
SITEWORKS HOLDING CO., INC.
EIN
87-1265350
Address
2915 W FAIRVIEW STREET · CHANDLER, AZ · 85224
Phone
(480) 820-1600
Industry
Management of Companies / Holdingssee 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
2025-09-08
Pension benefit codes
2P · Leveraged ESOP
2Q · S-corporation ESOP
2I · Stock bonus
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
2 direct securities· $22.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Non-Participant Directed * SiteWorks Holding Co., Inc Company Stock Common stock, 401,000 shares | — | — | $27.6M | $22.3M | 99.9% | |
| Village Bank & Trust Money market deposit account | — | — | $16K | $16K | <0.1% |
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