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Sponsor portfolio

SITIO, LLC

EIN 81-1779114-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
16
2104 MARKET STREET, SUITE 300 - PHILADELPHIA, PA 19103215-268-3822
Plans on this EIN
2 filings
#002CashBalance-$1.3M - 5 part#001401k-$1.1M - 11 part

Retirement portfolio analytics

2 plans aggregated / $2.4M assets / 16 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • CASH BALANCE PENSION (#002)54%
  • SITIO RETIREMENT PLAN (#001)46%
Total $2.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SITIO RETIREMENT PLAN (#001)11
  • CASH BALANCE PENSION (#002)5
Total 16Click 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#002

SITIO CASH BALANCE PENSION PLAN

CashBalance

Assets$1.3M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SITIO RETIREMENT PLAN

401k

Assets$1.1M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SITIO CASH BALANCE PENSION PLANCashBalance$1.3M52025
001SITIO RETIREMENT PLAN401k$1.1M112025
Retirement plans
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