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Original filing (PDF)20251015081906NAL0005507776001
SECURITY LOCK DISTRIBUTORS, INC.
Form 5500
FILING_RECEIVED
SECURITY LOCK DISTRIBUTORS, INC. CASH BALANCE PLAN
Defined-benefit pension plan
Signals · 2
29% in single holdingNo recordkeeper disclosed
Active participants
223
Accounts w/ balance
—
Plan assets (EOY)
$12.1M
Net assets (EOY)
$12.1M
How this plan invests
This plan
11 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
85
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Fidelity Fidelity Total Bond Fund" is 29% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
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
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
11 direct securities· $11.3M(94% of reported assets)
Uncategorized
$10.2M
10 holdings
Mutual Funds
$1.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Total Bond Fund | — | — | $3.4M | $3.3M | 27.3% | |
| Nationwide Amundi Strat | — | — | $1.7M | $1.7M | 14.3% | |
| Guggenheim Total Return Bd Inst 462 JPMorgan Strategic Incm | — | — | $1.7M | $1.7M | 14.3% | |
| Fidelity Global Ex US Index | — | — | $1.3M | $1.4M | 11.2% | |
| Fidelity Consrv Income Bd | Mutual Funds | — | $1.1M | $1.1M | 9.5% | |
| Fidelity Multi Asset Income Fund | — | — | $513K | $554K | 4.6% | |
| Vanguard Equity Income Fund Admiral Shs | — | — | $538K | $552K | 4.6% | |
| Fidelity Total Market Indx | — | — | $354K | $449K | 3.7% | |
| Shelton Equity Income Fund | — | — | $419K | $447K | 3.7% | |
| Money Market * Charles Schwab Charles Schwab Cash Account | — | — | $99K | $99K | 0.8% | |
| Vanguard Total Bond Mkt Index Adm | — | — | $6K | $6K | <0.1% |
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