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Original filing (PDF)20251015081610NAL0004323377001
SECURITY LOCK DISTRIBUTORS, INC.
Form 5500
FILING_RECEIVED
SECURITY LOCK DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
283
Accounts w/ balance
240
Plan assets (EOY)
$36.6M
Net assets (EOY)
$36.6M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SECURITY LOCK DISTRIBUTORS, INC..
Plan sponsor
Name
SECURITY LOCK DISTRIBUTORS, INC.
EIN
04-2456930
Address
25 DARTMOUTH STREET · WESTWOOD, MA · 02090
Phone
(781) 251-7100
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2A · Age/service weighted or new comparability
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL PENSION ADVISORS | 04-3422848 | — | N/A | $60K | — |
| SENTINEL BENEFITS GROUP, INC. | 04-3015875 | — | N/A | $22K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | N/A | $11K | — |
Investments
25 direct securities · 1 pooled fund· $34.8M(95% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$34.4M
25 holdings
Common Collective Trust
$353K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 Fund - Investor | — | — | — | $8.5M | 23.2% | |
| Vanguard Target Retirement 2035 Fund - Investor | — | — | — | $6.2M | 17.0% | |
| Vanguard Target Retirement 2030 Fund - Investor | — | — | — | $5.4M | 14.7% | |
| Vanguard Target Retirement 2040 Fund - Investor | — | — | — | $2.2M | 6.1% | |
| Vanguard 500 Index Admiral | — | — | — | $2.0M | 5.6% | |
| Vanguard Target Retirement 2055 Fund - Investor | — | — | — | $1.5M | 4.1% | |
| Vanguard Target Retirement 2050 Fund - Investor | — | — | — | $1.3M | 3.6% | |
| Vanguard Target Retirement Income Fund - Investor | — | — | — | $1.3M | 3.5% | |
| MFS Growth Fund - R6 | — | — | — | $1.0M | 2.8% | |
| Vanguard Target Retirement 2045 Fund - Investor | — | — | — | $889K | 2.4% | |
| Fidelity Advisor Total Bond - Z | — | — | — | $689K | 1.9% | |
| Vanguard Equity Income Index Admiral | — | — | — | $604K | 1.6% | |
| Hartford International Opportunities Fund - Y | — | — | — | $510K | 1.4% | |
| Carillon Eagle Mid Cap Growth Fund - R6 | — | — | — | $506K | 1.4% | |
| Vanguard Target Retirement 2060 Fund - Investor | — | — | — | $369K | 1.0% | |
| METLIFE GROUP ANNUITY 25554 GREAT GRAY TRUST COMPANY · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $353K | 1.0% | |
| Allspring Special Small Cap Value Fund - R6 | — | — | — | $339K | 0.9% | |
| Vanguard Small Cap Index Admiral | — | — | — | $252K | 0.7% | |
| Vanguard Target Retirement 2020 Fund - Investor | — | — | — | $175K | 0.5% | |
| Vanguard Mid Cap Index Admiral | — | — | — | $174K | 0.5% | |
| Vanguard Total Bond Market Index Admiral | — | — | — | $149K | 0.4% | |
| MFS Mid Cap Value Fund - R6 | — | — | — | $71K | 0.2% | |
| Vanguard Total International Stock Index Admiral | — | — | — | $58K | 0.2% | |
| Participant Loans | — | — | — | $43K | 0.1% | |
| Loomis Sayles Small Cap Growth Fund - N | — | — | — | $38K | 0.1% | |
| Charles Schwab Government Money Market Fund | — | — | — | $27K | <0.1% |
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