Back to filter
Original filing (PDF)20251015231637NAL0002944467001
SITEWORX HOLDINGS, LLC
Form 5500
FILING_RECEIVED
SHIFT7 DIGITAL 401(K) PLAN
401(k) retirement plan
Active participants
58
Accounts w/ balance
130
Plan assets (EOY)
$10.8M
Net assets (EOY)
$10.8M
How this plan invests
This plan
79 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 44 bps in Schedule C fees — 50% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SITEWORX HOLDINGS, LLC.
Plan sponsor
Name
SITEWORX HOLDINGS, LLC
EIN
90-0905501
Address
1105 TRYON VILLAGE DRIVE STE 303 #7 · CARY, NC · 27518
Phone
(703) 657-1288
Industry
All Other Professional Services· 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
2025-10-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LEE CPA AUDIT GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & COMPANY | 94-1737782 | — | CUSTODIAN | $875 | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLINGTON CONSULTING SERVICES, INC | 54-1620949 | CHANTILLY, VA | INVESTMENT ADVISOR | $44K | — |
| ENVESTNET ASSET MANAGEMENT INC | 36-4319587 | — | INVESTMENT ADVISOR | $2K | — |
Investments
79 direct securities· $10.8M(100% of reported assets)
Uncategorized
$10.8M
78 holdings
Common Stocks
$5K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Registered Investment Company | — | — | — | $2.0M | 18.6% | |
| Schwab Total Stock Market Registered Investment Company | — | — | — | $2.0M | 18.5% | |
| Schwab US Aggregate Bond Index Registered Investment Company | — | — | — | $1.2M | 10.8% | |
| Schwab International Ind Registered Investment Company | — | — | — | $787K | 7.3% | |
| Schwab Fundamental Emerging Mkts Eq Registered Investment Company | — | — | — | $734K | 6.8% | |
| Schwab Small Cap Index Registered Investment Company | — | — | — | $677K | 6.3% | |
| Schwab Short-Term Bond I Registered Investment Company | — | — | — | $631K | 5.8% | |
| Columbia Overseas Core A Registered Investment Company ** 483 Cohen & Steers Realty SH Registered Investment Company | — | — | — | $489K | 4.5% | |
| Schwab Large US Large-Cap Growth Registered Investment Company | — | — | — | $415K | 3.8% | |
| Interest-Bearing Cash * Schwab Money Fund Interest-Bearing Cash ** $ | — | — | — | $250K | 2.3% | |
| BlackRock Growth Prepared Inv A Registered Investment Company | — | — | — | $165K | 1.5% | |
| Schwab Value Advantage M Registered Investment Company | — | — | — | $148K | 1.4% | |
| Urban Outfitters, Inc. Common Stock ** 220 Vanguard Total Stock Market Index Fund ETF Shares Common Stock | — | — | — | $120K | 1.1% | |
| Air Industries Group Common Stock ** 110 Advanced Micro Devices, Inc. Common Stock | — | — | — | $116K | 1.1% | |
| Schwab US Mid Cap Index Registered Investment Company | — | — | — | $102K | 0.9% | |
| Schwab Target 2030 Registered Investment Company | — | — | — | $100K | 0.9% | |
| Schwab Markettrack Growth Registered Investment Company | — | — | — | $66K | 0.6% | |
| Avantis US Small Cap Value ETF Common Stock | — | — | — | $57K | 0.5% | |
| Schwab Fundamental Intl Large Company Registered Investment Company | — | — | — | $55K | 0.5% | |
| Schwab Large US Large-Cap Value Registered Investment Company | — | — | — | $52K | 0.5% | |
| DFA Emerging Markets Core Equity 2 I Registered Investment Company | — | — | — | $52K | 0.5% | |
| Schwab Fundamental US Small Company Registered Investment Company | — | — | — | $49K | 0.5% | |
| Participant Loans Interest rates at (5.25%~10.50%) $0 | — | — | — | $45K | 0.4% | |
| Ford Motor Company Common Stock | — | — | — | $39K | 0.4% | |
| PGIM Jennison Growth Z Registered Investment Company | — | — | — | $30K | 0.3% | |
| Vanguard FTSE Developed Markets Index Fund ETF Shares Common Stock | — | — | — | $29K | 0.3% | |
| Vanguard Growth Index Admiral Registered Investment Company | — | — | — | $27K | 0.3% | |
| Brown Advisory Growth Equity Fund Registered Investment Company | — | — | — | $25K | 0.2% | |
| Schwab Target 2040 Registered Investment Company | — | — | — | $22K | 0.2% | |
| Vanguard Developed Markets Index Registered Investment Company | — | — | — | $21K | 0.2% | |
| Cisco Systems, Inc. Common Stock | — | — | — | $18K | 0.2% | |
| Schwab Fundamental US Large Registered Investment Company | — | — | — | $16K | 0.2% | |
| Electronic Arts Inc. Common Stock | — | — | — | $15K | 0.1% | |
| Schwab Fundamental Global Real Estate Registered Investment Company | — | — | — | $14K | 0.1% | |
| Vanguard Mid-Cap Growth Index Admiral Registered Investment Company | — | — | — | $13K | 0.1% | |
| Fidelity Wise Origin Bitcoin Fund Common Stock | — | — | — | $12K | 0.1% | |
| Fidelity Advisor Biotechnology Fund Registered Investment Company ** 920 Fidelity Freedom 2045 Registered Investment Company | — | — | — | $11K | 0.1% | |
| Bank of America Corporation (BAC) Common Stock | — | — | — | $11K | 0.1% | |
| Janus Henderson Contrarian T Registered Investment Company | — | — | — | $11K | 0.1% | |
| SPDR Portfolio Emerging Markets ETF Common Stock | — | — | — | $11K | <0.1% | |
| Registered Investment Companies American Century One Chc Blnd+ 2045 Inv Registered Investment Company | — | — | — | $11K | <0.1% | |
| American Funds New Perspective F1 Registered Investment Company | — | — | — | $10K | <0.1% | |
| Pfizer Inc. Common Stock | — | — | — | $9K | <0.1% | |
| The Walt Disney Company Common Stock | — | — | — | $9K | <0.1% | |
| Timken Co Common Stock ** 775 Tesla Inc Common Stock | — | — | — | $8K | <0.1% | |
| General Electric Co Common Stock | — | — | — | $8K | <0.1% | |
| Chimera Investment Corporation Common Stock | — | — | — | $8K | <0.1% | |
| NIKE, Inc. Common Stock ** 152 Nokia Corp Common Stock | — | — | — | $8K | <0.1% | |
| Vanguard Global Capital Cycles Investor Registered Investment Company | — | — | — | $7K | <0.1% | |
| Wasatch-Hoisington US Treasury Registered Investment Company | — | — | — | $7K | <0.1% | |
| Trump Media & Technology Group Corp. Common Stock | — | — | — | $7K | <0.1% | |
| Rivian Automotive, Inc. Common Stock ** 159 Sirius XM Radio Inc. Common Stock ** 668 Sony Group Corporation Common Stock | — | — | — | $6K | <0.1% | |
| InterContinental Hotels Group PLC Common Stock | — | — | — | $6K | <0.1% | |
| Apple Inc. Common Stock | Common Stocks | — | — | $5K | <0.1% | |
| Roblox Corp Common Stock | — | — | — | $5K | <0.1% | |
| Viatris Inc. Common Stock ** 526 Whirlpool Corp Common Stock | — | — | — | $4K | <0.1% | |
| Adirondack Small Cap Registered Investment Company | — | — | — | $4K | <0.1% | |
| Vanguard Small Cap Growth Index Registered Investment Company | — | — | — | $4K | <0.1% | |
| Semper MBS Total Return Registered Investment Company | — | — | — | $4K | <0.1% | |
| Semper Short Duration Inv Registered Investment Company | — | — | — | $4K | <0.1% | |
| GE Vernova Inc. Common Stock | — | — | — | $4K | <0.1% | |
| Nationwide NYSE Arca Tech 100 Idx A Registered Investment Company | — | — | — | $3K | <0.1% | |
| ConocoPhillips Common Stock ** 992 Costco Wholesale Corporation Common Stock ** 916 Salesforce Com Common Stock | — | — | — | $3K | <0.1% | |
| Citigroup Inc. Common Stock | — | — | — | $3K | <0.1% | |
| Xerox Corp Common Stock | — | — | — | $3K | <0.1% | |
| Ing Corporate Leaders Registered Investment Company | — | — | — | $3K | <0.1% | |
| Johnson & Johnson Common Stock ** 902 Kratos Defense & Security Solutions, Inc. Common Stock | — | — | — | $3K | <0.1% | |
| AB High Income A Registered Investment Company | — | — | — | $2K | <0.1% | |
| The Gap, Inc. Common Stock | — | — | — | $2K | <0.1% | |
| Anixa Biosciences, Inc. Common Stock | — | — | — | $2K | <0.1% | |
| GraniteShares Gold Trust Common Stock ** 207 Anheuser-Busch InBev SA/NV Common Stock | — | — | — | $2K | <0.1% | |
| Enterprise Products Partners L.P. Common Stock | — | — | — | $2K | <0.1% | |
| Lucid Group, Inc. Common Stock ** 151 Intuitive Machines, Inc. Common Stock ** 526 MGM Resorts International Common Stock | — | — | — | $2K | <0.1% | |
| Wasatch World Innovators Registered Investment Company | — | — | — | $2K | <0.1% | |
| Matthews India Investor Registered Investment Company ** 987 Northern Global Real Estate Index Registered Investment Company | — | — | — | $2K | <0.1% | |
| Conduent Incorporated Common Stock | — | — | — | $2K | <0.1% | |
| Unity Software Inc Common Stock | — | — | — | $1K | <0.1% | |
| GE HealthCare Technologies Inc. Common Stock | — | — | — | $1K | <0.1% | |
| Fidelity Advisor China Region A Registered Investment Company ** 463 Janus Henderson Global Life Sciences T Registered Investment Company | — | — | — | $1K | <0.1% |
Related plans
Other plans using WELLINGTON CONSULTING SERVICES, INC
CENTRAL VIRGINIA DENTAL CARE, PLC
CVDC 401(K) PLAN
$97.3M · 726 participants
GALOIS, INC.
GALOIS INC 401K PLAN AND TRUST
$30.9M · 116 participants
THE CENTER FOR BONE AND JOINT DISEASE, P.A.
THE CENTER FOR BONE AND JOINT DISEASE, P.A. PROFIT SHARING PLAN
$15.8M · 117 participants
AUGUST SCHELL ENTERPRISES
AUGUST SCHELL ENTERPRISES 401K PLAN AND TRUST
$13.3M · 115 participants
BURCH OIL COMPANY, INC.
BURCH OIL CO., INC. 401K PROFIT SHARING PLAN
$12.2M · 83 participants
SITEWORX LLC DBA SHIFT7 DIGITAL
SHIFT7 DIGITAL 401(K) PLAN
$8.5M · 122 participants
Similar-size All Other Professional Services plans
BOLLINGER ENTERPRISES, LLC
BOLLINGER ENTERPRISES LLC 401(K) PLAN
$10.8M · 28 participants
EBERLINE SERVICES, INC.
EBERLINE SERVICES 401(K) RETIREMENT PLAN
$10.8M · 13 participants
IGNITE FUELING INNOVATION, INC.
IGNITE FUELING INNOVATION, INC. 401(K) RETIREMENT PLAN
$10.8M · 151 participants
CUBEX GLOBAL STRATEGIES, LLC
CUBEX GLOBAL STRATEGIES PROFIT SHARING PLAN
$10.8M · 26 participants
ARXIS GROUP
ARXIS GROUP 401(K)/PROFIT SHARING PLAN
$10.8M · 10 participants
IFN.COM, INC.
IFN.COM, INC. 401K PLAN
$10.8M · 52 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants