Employers › SiteOne Landscape Supply
Recordkeeping fees per participant · Siteone Savings and Investment Plan · plan year 2024
$28.54
Higher than 25% of the 1,697 plans $250M to 1B that report it.
= $242,987 / 8,515
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20260706110111NAL0015488211001, received 2026-07-06
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260706110111NAL0015488211001, received 2026-07-06
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2026-07-06.
Administrative expenses excluding investment management, per participant
$37.74
Higher than 21% of the 2,324 plans $250M to 1B that report it.
= $321,337 / 8,515
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20260706110111NAL0015488211001, received 2026-07-06
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260706110111NAL0015488211001, received 2026-07-06
Administrative expenses per participant
$45.96
Higher than 18% of the 2,405 plans $250M to 1B that report it.
= $391,337 / 8,515
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260706110111NAL0015488211001, received 2026-07-06
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260706110111NAL0015488211001, received 2026-07-06
Administrative expenses as a share of assets
0.075%
Higher than 52% of the 2,407 plans $250M to 1B that report it.
= $391,337 / $519,128,570
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260706110111NAL0015488211001, received 2026-07-06
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20260706110111NAL0015488211001, received 2026-07-06
Employer contributions per participant
$2,042
Higher than 28% of the 2,457 plans $250M to 1B that report it.
= $17,386,303 / 8,515
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260706110111NAL0015488211001, received 2026-07-06
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260706110111NAL0015488211001, received 2026-07-06
Employer share of total contributions
28.3%
Higher than 41% of the 2,459 plans $250M to 1B that report it.
= $17,386,303 / $61,512,794
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260706110111NAL0015488211001, received 2026-07-06
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20260706110111NAL0015488211001, received 2026-07-06
Employer match
“For the year ended December 31, 2025, the Company made matching contributions equal to 120% of the first 2% of the participant’s eligible compensation plus 40% of the next 4% of the participant’s eligible compensation.”
Form 11-K filed 2026-06-24, for the year ended 2025-12-31 · plan description note, contributions · source document
Vesting
“A participant is 100% vested in employer matching contributions after three years of credited service if employed after December 23, 2013.”
Form 11-K filed 2026-06-24, for the year ended 2025-12-31 · plan description note, vesting · source document
Automatic enrollment
“Eligible employees are automatically enrolled into the Plan after 30 days of employment unless the employee elects otherwise.”
Form 11-K filed 2026-06-24, for the year ended 2025-12-31 · plan description note, contributions · source document
Terms quoted from the filing for the year ended 2025-12-31. Figures cover plan year 2024. The plan document governs.
2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · 2E profit-sharing · 3F · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20260706110111NAL0015488211001, received 2026-07-06
| Field | Value | Source |
|---|---|---|
| Plan sponsor | SITEONE LANDSCAPE SUPPLY INC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20260706110111NAL0015488211001, received 2026-07-06 |
| Plan name | SITEONE SAVINGS AND INVESTMENT PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20260706110111NAL0015488211001, received 2026-07-06 |
| Sponsor EIN / plan number | 36-4485550 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20260706110111NAL0015488211001, received 2026-07-06 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20260706110111NAL0015488211001, received 2026-07-06 |
| Sponsor location | ROSWELL, GA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20260706110111NAL0015488211001, received 2026-07-06 |
| Industry (business code) | 111400, Agriculture, forestry, fishing and hunting | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20260706110111NAL0015488211001, received 2026-07-06 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20260706110111NAL0015488211001, received 2026-07-06 |
| Filing received | 2026-07-06 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20260706110111NAL0015488211001, received 2026-07-06 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20260706110111NAL0015488211001, received 2026-07-06 |
| Amended filing | yes | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20260706110111NAL0015488211001, received 2026-07-06 |
| Participants, beginning of year | 8,398 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20260706110111NAL0015488211001, received 2026-07-06 |
| Active participants | 7,374 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20260706110111NAL0015488211001, received 2026-07-06 |
| Participants, end of year | 8,906 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20260706110111NAL0015488211001, received 2026-07-06 |
| Participants with an account balance | 8,515 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260706110111NAL0015488211001, received 2026-07-06 |
| Total assets, beginning of year | $436,836,190 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20260706110111NAL0015488211001, received 2026-07-06 |
| Total assets, end of year | $519,128,570 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20260706110111NAL0015488211001, received 2026-07-06 |
| Net assets, end of year | $519,128,570 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20260706110111NAL0015488211001, received 2026-07-06 |
| Total income | $128,263,474 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20260706110111NAL0015488211001, received 2026-07-06 |
| Net income | $82,292,380 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20260706110111NAL0015488211001, received 2026-07-06 |
| Employer contributions | $17,386,303 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260706110111NAL0015488211001, received 2026-07-06 |
| Participant contributions | $39,066,146 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20260706110111NAL0015488211001, received 2026-07-06 |
| Other contributions (incl. rollovers) | $4,965,444 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20260706110111NAL0015488211001, received 2026-07-06 |
| Total contributions | $61,512,794 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20260706110111NAL0015488211001, received 2026-07-06 |
| Benefit payments | $45,535,794 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20260706110111NAL0015488211001, received 2026-07-06 |
| Total expenses (incl. benefit payments) | $45,971,094 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20260706110111NAL0015488211001, received 2026-07-06 |
| Total administrative expenses | $391,337 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260706110111NAL0015488211001, received 2026-07-06 |
| Contract administrator fees | $1,800 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20260706110111NAL0015488211001, received 2026-07-06 |
| Recordkeeping fees | $242,987 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20260706110111NAL0015488211001, received 2026-07-06 |
| IQPA audit fees | $69,500 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20260706110111NAL0015488211001, received 2026-07-06 |
| Investment advisory and management fees | $70,000 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20260706110111NAL0015488211001, received 2026-07-06 |
| Administrative expenses excluding investment management | $321,337 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20260706110111NAL0015488211001, received 2026-07-06 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20260706110111NAL0015488211001, received 2026-07-06 |
| Held in common/collective trusts | $1,607,943 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20260706110111NAL0015488211001, received 2026-07-06 |
| Held in mutual funds | $488,329,727 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20260706110111NAL0015488211001, received 2026-07-06 |
| Independent auditor | DELOITTE & TOUCHE LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20260706110111NAL0015488211001, received 2026-07-06 |
Position = column in the DOL layout for form year 2024. Filing 20260706110111NAL0015488211001, received 2026-07-06.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees | $245,250 | yes |
| LPL FINANCIAL LLC | ADVISOR | 27 Investment advisory (plan) | $70,000 | no |
| WINDHAM BRANNON LLC | ACCOUNTANT/AUDITOR | 10 Accounting (including auditing) | $65,000 | no |
| MENTORO GROUP LLC | INVESTMENT ADVISOR | 26 Investment advisory (participants) | $7,050 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20260706110111NAL0015488211001, received 2026-07-06.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $436,836,190 | $519,128,570 | 18.8% |
| Participants with a balance | 8,085 | 8,515 | 5.3% |
| Administrative expenses | $348,832 | $391,337 | 12.2% |
| Recordkeeping fees per participant | $25.87 | $28.54 | 10.3% |
| Employer contributions | $16,029,797 | $17,386,303 | 8.5% |
Prior filing 20240719155958NAL0007515313001, received 2024-07-19; the plan years are contiguous.
Sponsor name as filed: SITEONE LANDSCAPE SUPPLY INC; SEC registrant: SiteOne Landscape Supply, Inc. (CIK 1650729, matched by EIN; display name from the Form 11-K cover).