How big is American Alarm & Communications, Inc.'s plan?

American Alarm & Communications, Inc.'s plan reported $29.7M in assets and 358 participants for 2024.

Original filing (PDF)20251014105519NAL0001249859001

American Alarm & Communications, Inc.

Name: American Alarm & Communications, Inc. — American, Form 5500 (2024)
Creator: American Alarm & Communications, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

American Alarm & Communications, Inc. 401(k)

401(k) retirement plan · American Alarm & Communications, Inc.'s American Alarm & Communications, Inc. 401(k) held $29.7M in plan assets for 358 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

358

Accounts w/ balance

323

Plan assets (EOY)

$29.7M

Net assets (EOY)

$29.7M

People on this filing

Louis T. Sampson signed American Alarm & Communications, Inc.'s 2024 Form 5500 as plan administrator.

Louis T. Sampson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

American Alarm & Communications, Inc.'s EIN is 04-2485072.

EIN 04-2485072

Plan number 001

Plan year 2024

ACK ID 20251014105519NAL0001249859001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for American Alarm & Communications, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

American Alarm & Communications, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (20th percentile).

Helping the score

Below-peer total plan cost (96th percentile).

Plan sponsor

Name

AMERICAN ALARM & COMMUNICATIONS, INC.

EIN

all filings

Address

297 BROADWAY · ARLINGTON, MA · 02474

Phone

(781) 641-2000

Industry

Electrical Contractors· Construction

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

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$126	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
OSAIC WEALTH INC	93-0987232	—	ADVISOR	$0	—
TRIAD ADVISORS LLC	65-0173164

Investments

28 direct securities· $29.3M(99% of reported assets)

Mutual Funds

$17.4M

21 holdings

Other securities

$8.6M

6 holdings

Common Collective Trusts

$3.2M

1 holding

					% of plan
American Funds Target Date 2030 R3 Mutual fund N/A	Mutual Funds	—	—	$4.3M	14.5%
T-Rowe Price Blue Chip Growth Mutual fund N/A	Other securities	—	—	$3.5M	11.8%
Fidelity 500 Index PR Mutual fund N/A	Common Collective Trusts	—	—	$3.2M	10.9%
American Funds Target Date 2035 R3 Mutual fund N/A	Mutual Funds	—	—	$2.4M	8.2%
Columbia Contrarian Core Adv Mutual fund N/A	Other securities	—	—	$1.9M	6.5%
American Funds Target Date 2025 R3 Mutual fund N/A	Mutual Funds	—	—	$1.8M	6.2%
BlackRock SC Core Inst Mutual fund N/A	Other securities	—	—	$1.3M	4.2%
American Funds Target Date 2040 R3 Mutual fund N/A	Mutual Funds	—	—	$1.2M	4.0%
American Funds Target Date 2045 R3 Mutual fund N/A	Mutual Funds	—	—	$1.1M	3.7%
American Funds Target Date 2050 R3 Mutual fund N/A	Mutual Funds	—	—	$1.1M	3.6%
T-Rowe Price Mid Cap Growth Fund Mutual fund N/A	Other securities	—	—	$947K	3.2%
American Funds Target Date 2055 R3 Mutual fund N/A	Mutual Funds	—	—	$916K	3.1%
Hartford Intl Opportunity R6 Mutual fund N/A	Other securities	—	—	$907K	3.1%
American Funds Target Date 2020 R3 Mutual fund N/A	Mutual Funds	—	—	$877K	3.0%
Dodge & Cox Stock Fund Mutual fund N/A	Mutual Funds	—	—	$793K	2.7%
Fidelity Treasury Money Market Fund Interest bearing cash N/A	Mutual Funds	—	—	$647K	2.2%
American Funds Target Date 2010 R3 Mutual fund N/A	Mutual Funds	—	—	$538K	1.8%
American Funds Target Date 2060 R3 Mutual fund N/A	Mutual Funds	—	—	$365K	1.2%
Fidelity Advisor Limited Term Bond I Mutual fund N/A	Mutual Funds	—	—	$349K	1.2%
Fidelity Mid Cap Index PR Mutual fund N/A	Mutual Funds	—	—	$284K	1.0%
Fidelity Small Cap Index PR Mutual fund N/A	Mutual Funds	—	—	$173K	0.6%
Fidelity International Index PR Mutual fund N/A	Mutual Funds	—	—	$151K	0.5%
MFS Mid Cap Value R3 Mutual fund N/A	Mutual Funds	—	—	$147K	0.5%
Fidelity U.S. Bond Index PR Mutual fund N/A	Mutual Funds	—	—	$114K	0.4%
American Funds New World R6 Mutual fund N/A	Mutual Funds	—	—	$67K	0.2%
American Funds Target Date 2065 R3 Mutual fund N/A	Mutual Funds	—	—	$61K	0.2%
Pioneer Strategic Income Class A Mutual fund N/A	Other securities	—	—	$28K	<0.1%
American Funds Target Date 2015 R3 Mutual fund N/A	Mutual Funds	—	—	$8K	<0.1%