# Siteworx 401(k) Plan
Source: https://planprovider.pro/companies/siteworx-401k-plan

> Siteworx's 401(k) plan: 115 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Siteworx

- **Sponsor EIN:** 272850156

- **Sponsor Address:** 3800 TURTLECREEK RD, LEBANON, OH, 45036

- **Plan Type:** 401(k)

- **Total Participants:** 115

- **Total Assets:** $4.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|115|$4.1M|$341,508|$347,774|

| 2023|98|$3.2M|$309,646|$299,667|

| 2022|100|$2.5M|$216,186|$257,674|

## 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|

| BRIXEY & MEYER|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BRIXEY & MEYER](https://planprovider.pro/provider/brixey-and-meyer-inc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|$15,638|$10,199|$3,500|—|—|

| 2023|$12,596|—|—|—|—|

| 2022|$4,325|—|—|—|—|

## Similar Plans

- [Towne Construction Services, LLC](https://planprovider.pro/companies/towne-construction-services-llc-401k-plan) — 115 participants

- [Hydro Vac Holdings, INC](https://planprovider.pro/companies/hydro-vac-holdings-inc-401k-plan) — 115 participants

- [Trademark Construction Services, LLC](https://planprovider.pro/companies/trademark-construction-services-llc-plan) — 118 participants

- [Chemcote, INC.](https://planprovider.pro/companies/chemcote-inc-plan-002) — 106 participants

- [Hydro-Vac Holdings](https://planprovider.pro/companies/hydro-vac-holdings-plan) — 127 participants

- [R. B. Jergens Contractors, INC.](https://planprovider.pro/companies/r-b-jergens-contractors-inc-401k-plan) — 128 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/siteworx-401k-plan)

© 2026 PlanProvider.Pro