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Original filing (PDF)20250908130007NAL0011935235001
NORTHEAST SECURITY, INC.
Form 5500
FILING_RECEIVED
NORTHEAST SECURITY, INC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
~115 bps in Sched C feesNo recordkeeper disclosed
Active participants
2,115
Accounts w/ balance
106
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
How this plan invests
This plan
1 pooled trust
Schedule D
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
65
Knocking points off
- 115 bps in Schedule C fees — 121% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- Only 5% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORTHEAST SECURITY, INC..
Plan sponsor
Name
NORTHEAST SECURITY, INC.
EIN
04-2432920
Address
265 WASHINGTON STREET · WESTWOOD, MA · 02090
Phone
(617) 264-1216
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-08
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $23K | — |
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | NONE | $14K | — |
Investments
18 direct securities · 1 pooled fund· $3.2M(97% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$2.9M
18 holdings
Common Collective Trust
$259K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $775K | 23.6% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $337K | 10.3% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $337K | 10.2% | |
| LINCOLN STABLE VALUE - Z491X LINCOLN NATIONAL LIFE · EIN 35-0472300 / PN 174 | Common Collective Trust | — | — | $259K | 7.9% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $239K | 7.3% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $228K | 6.9% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $203K | 6.2% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $174K | 5.3% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $136K | 4.1% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $110K | 3.3% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $75K | 2.3% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $65K | 2.0% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $59K | 1.8% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $55K | 1.7% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $52K | 1.6% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $40K | 1.2% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $24K | 0.7% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $7K | 0.2% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $2K | <0.1% |
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