Plan Snapshot
- Plan Sponsor: Site Organic LLC
- Sponsor EIN: 461145297
- Sponsor Address: 10133 SHERRIL BLVD., KNOXVILLE, TN, 37932
- Plan Type: 401(k)
- Total Participants: 574
- Total Assets: $24.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 574 | $24.0M | $635,251 | $3.0M |
| 2023 | 609 | $19.1M | $644,130 | $2.8M |
| 2022 | 690 | $14.4M | $583,676 | $2.5M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WITHUMSMITH+BROWN, PC | Auditor | $27,664 | — | $27,664 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,664
- Estimated Expense Ratio: 0.115% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $142,425 | $60,874 | — | $27,664 | — |
| 2023 | $95,638 | $32,719 | $9,256 | — | — |
| 2022 | $55,642 | $20,952 | — | — | — |