Sitecore Usa, Inc. 401(k) Plan: Login, Facts & Contact Information

Sitecore Usa, Inc. 401(k) Plan Facts

Plan name
SITECORE USA, INC. 401(K) PLAN & TRUST
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SITECORE USA, INC.
Participants
696 (350 active employees)
Former employees with a balance
304
Plan assets
$61,058,029 at Dec 31, 2024
Average account balance
$96,003 across 636 accounts
Employer contributions
$1,595,355 in plan year 2024 (17% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2010
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 14, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $9.51 million went into the plan in contributions, $1.60 million of it from the employer (17%).
  • $10.8 million was paid out to participants.
  • Investment and other income added $8.09 million.
  • Administrative expenses were $24,778, about $39 per account.

How the Sitecore Usa, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019329$19.8 million$609,173$2.68 million
2020402$26.4 million$680,047$3.29 million
2021458$43.3 million$1.79 million$5.80 million
2022693$43.2 million$2.07 million$4.55 million
2023730$54.3 million$1.67 million$6.89 million
2024696$61.1 million$1.60 million$10.8 million

Sitecore Usa, Inc. 401(k) Contact Information

Phone
415-326-7518
Mailing address
44 MONTGOMERY ST SUITE 3340, SAN FRANCISCO CA 94104
Plan sponsor
SITECORE USA, INC.
Employer identification number (EIN)
30-0262390
Plan number
001

Questions about the Sitecore Usa, Inc. 401(k)

Does Sitecore Usa, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.60 million, 17% of all contributions.

Does the Sitecore Usa, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Sitecore Usa, Inc 401(k) plan?

696 participants at the start of plan year 2024, 350 of them active employees, and 304 former employees who still had money in the plan.

What is the average 401(k) balance at Sitecore Usa, Inc?

About $96,003 per account: $61.1 million in plan assets across 636 accounts with a balance at the end of plan year 2024.

Who manages the Sitecore Usa, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Sitecore Usa, Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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