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Sponsor portfolio

SITEWORKS, LLC

EIN 03-0491112-construction-Latest filing 2025
Plans
2
Retirement
1
$7.6M assets
Welfare
1
$367K premiums
Participants
451
12034 GOODRICH DRIVE - CHARLOTTE, NC 28241704-588-3055siteworks-llc.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filings
#001401k-$7.6M - 230 part#503Mixed-$367K - 392 lives

Benefits portfolio analytics

1 plan / $367K premiums / 392 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$197K
  • Short-term disability$197K
  • Long-term disability$197K
  • Other$197K
  • Dental$171K
  • Vision$171K
Total $367K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA54%
  • AETNA LIFE INSURANCE COMPANY46%
Total $367K2 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • MARSH & MCLENNAN AGENCY LLC94%
  • WATCHTOWER TECHNOLOGIES INC6%
Total $52K2 slices

Plan deep-dives

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

SITEWORKS, LLC 401(K) PLAN

401k

Assets$7.6M
Participants230
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

SITEWORKS, LLC WELFARE BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$367K
Covered lives392
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SITEWORKS, LLC 401(K) PLAN401k$7.6M2302025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503SITEWORKS, LLC WELFARE BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$367K3922025
Retirement plans
Welfare plans
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