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Sponsor portfolio

SITE SPECIALISTS LTD

EIN 01-0574965-Other Services (except Public Administration)-Latest filing 2025
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
12
265 POST AVENUE SUITE #365 - WESTBURY, NY 11590516-338-1630
Plans on this EIN
2 filings
#001401k-$1.8M - 6 part#002CashBalance-$1.6M - 6 part

Retirement portfolio analytics

2 plans aggregated / $3.4M assets / 12 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • PLAN AND TRUST (#001)53%
  • CASH BALANCE PLAN (#002)47%
Total $3.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)6
  • CASH BALANCE PLAN (#002)6
Total 12Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SITE SPECIALISTS LTD 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$1.8M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SITE SPECIALISTS LTD CASH BALANCE PLAN

CashBalance

Assets$1.6M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SITE SPECIALISTS LTD 401(K) PROFIT SHARING PLAN AND TRUST401k$1.8M62025
002SITE SPECIALISTS LTD CASH BALANCE PLANCashBalance$1.6M62025
Retirement plans
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