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Original filing (PDF)20251015110322NAL0005874224001
SITERO LLC
Form 5500
FILING_RECEIVED
SITERO LLC 401(K) PLAN
401(k) retirement plan
Active participants
110
Accounts w/ balance
108
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
How this plan invests
This plan
34 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 (33 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SITERO LLC.
Plan sponsor
Name
SITERO LLC
EIN
88-3560939
Address
3119 PONCE DE LEON BLVD · CORAL GABLES, FL · 33134
Phone
(754) 336-7970
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FRANK, RIMERMAN + CO. LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDELINE, INC. | 47-4474775 | — | RECORDKEEPER | $8K | — |
Investments
33 direct securities· $4.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares | — | — | — | $1.0M | 39.6% | |
| Vanguard Total Stock Market Index Fund Admiral Shares | — | — | — | $694K | 27.4% | |
| Vanguard Small-Cap Value Index Fund Admiral Shares ** 816 Vanguard Total Bond Market Index Fund Admiral Shares | — | — | — | $456K | 18.0% | |
| Vanguard Developed Markets Index Fund Admiral Shares | — | — | — | $400K | 15.8% | |
| Vanguard Small-Cap Index Fund Admiral Shares ** 268 Vanguard Total Bond Market Index Fund Admiral Shares | — | — | — | $384K | 15.2% | |
| Vanguard Developed Markets Index Fund Admiral Shares | — | — | — | $309K | 12.2% | |
| Vanguard Dividend Appreciation Index Fund Admiral Shares ** 995 Vanguard Emerging Markets Stock Index Fund Admiral Shares | — | — | — | $204K | 8.1% | |
| Vanguard Total International Bond Index Fund Admiral Shares | — | — | — | $162K | 6.4% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares | — | — | — | $147K | 5.8% | |
| Vanguard Total International Bond Index Fund Admiral Shares | — | — | — | $134K | 5.3% | |
| Vanguard Mid-Cap Index Fund Admiral Shares ** 670 Vanguard Real Estate Index Fund Admiral Shares | — | — | — | $115K | 4.6% | |
| Vanguard Real Estate Index Fund Admiral Shares | — | — | — | $93K | 3.7% | |
| Vanguard 500 Index Fund Admiral Shares | — | — | — | $58K | 2.3% | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares | — | — | — | $35K | 1.4% | |
| Vanguard Growth Index Fund Admiral Shares | — | — | — | $30K | 1.2% | |
| Participant loans receivable - 2 loans outstanding with interest at the rate of 9.50% - | — | — | — | $20K | 0.8% | |
| Vanguard 500 Index Fund Admiral Shares | — | — | — | $17K | 0.7% | |
| Vanguard Short-Term Bond Index Fund Admiral Shares ** 265 Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares | — | — | — | $17K | 0.7% | |
| Vanguard Information Technology Index Fund Admiral Shares | — | — | — | $14K | 0.6% | |
| Vanguard Total International Stock Index Fund Admiral Shares | — | — | — | $10K | 0.4% | |
| Vanguard Industrials Index Fund Admiral Shares | — | — | — | $4K | 0.2% | |
| Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $4K | 0.2% | |
| Vanguard European Stock Index Fund Admiral Shares ** 270 Vanguard Extended Market Index Fund Admiral Shares ** 471 Vanguard Growth Index Fund Admiral Shares | — | — | — | $4K | 0.1% | |
| Vanguard High Dividend Yield Index Fund Admiral Shares ** 801 Vanguard Industrials Index Fund Admiral Shares ** 869 Vanguard Information Technology Index Fund Admiral Shares | — | — | — | $3K | 0.1% | |
| Non-interest bearing cash | — | — | $2K | $2K | <0.1% | |
| Vanguard Total International Stock Index Fund Admiral Shares | — | — | — | $2K | <0.1% | |
| Vanguard Communication Services Index Fund Admiral Shares | — | — | — | $2K | <0.1% | |
| Vanguard Extended Market Index Fund Admiral Shares | — | — | — | $2K | <0.1% | |
| Vanguard Small-Cap Growth Index Fund Admiral Shares | — | — | — | $1K | <0.1% | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | — | — | — | $1K | <0.1% | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund Admiral Shares | — | — | — | $1K | <0.1% | |
| Non-interest bearing cash | — | — | $1K | $1K | <0.1% | |
| Vanguard Value Index Fund Admiral Shares | — | — | — | $1K | <0.1% |
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