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Original filing (PDF)20251014105519NAL0001249859001
AMERICAN ALARM & COMMUNICATIONS, INC.
Form 5500
FILING_RECEIVED
AMERICAN ALARM & COMMUNICATIONS, INC. 401(K)
401(k) retirement plan
Active participants
358
Accounts w/ balance
323
Plan assets (EOY)
$29.7M
Net assets (EOY)
$29.7M
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 (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAN ALARM & COMMUNICATIONS, INC..
Plan sponsor
Name
AMERICAN ALARM & COMMUNICATIONS, INC.
EIN
04-2485072
Address
297 BROADWAY · ARLINGTON, MA · 02474
Phone
(781) 641-2000
Industry
Electrical Contractors· Constructionsee 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
2025-10-14
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)
Auditor
PECK ASSOCIATES, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $126 | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | 93-0987232 | — | ADVISOR | $0 | — |
| TRIAD ADVISORS LLC | 65-0173164 | — | ADVISOR | $0 | — |
Investments
28 direct securities· $29.3M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Target Date 2030 R3 Mutual fund N/A | — | — | — | $4.3M | 14.5% | |
| T-Rowe Price Blue Chip Growth Mutual fund N/A | — | — | — | $3.5M | 11.8% | |
| Fidelity 500 Index PR Mutual fund N/A | — | — | — | $3.2M | 10.9% | |
| American Funds Target Date 2035 R3 Mutual fund N/A | — | — | — | $2.4M | 8.2% | |
| Columbia Contrarian Core Adv Mutual fund N/A | — | — | — | $1.9M | 6.5% | |
| American Funds Target Date 2025 R3 Mutual fund N/A | — | — | — | $1.8M | 6.2% | |
| BlackRock SC Core Inst Mutual fund N/A | — | — | — | $1.3M | 4.2% | |
| American Funds Target Date 2040 R3 Mutual fund N/A | — | — | — | $1.2M | 4.0% | |
| American Funds Target Date 2045 R3 Mutual fund N/A | — | — | — | $1.1M | 3.7% | |
| American Funds Target Date 2050 R3 Mutual fund N/A | — | — | — | $1.1M | 3.6% | |
| T-Rowe Price Mid Cap Growth Fund Mutual fund N/A | — | — | — | $947K | 3.2% | |
| American Funds Target Date 2055 R3 Mutual fund N/A | — | — | — | $916K | 3.1% | |
| Hartford Intl Opportunity R6 Mutual fund N/A | — | — | — | $907K | 3.1% | |
| American Funds Target Date 2020 R3 Mutual fund N/A | — | — | — | $877K | 3.0% | |
| Dodge & Cox Stock Fund Mutual fund N/A | — | — | — | $793K | 2.7% | |
| Fidelity Treasury Money Market Fund Interest bearing cash N/A | — | — | — | $647K | 2.2% | |
| American Funds Target Date 2010 R3 Mutual fund N/A | — | — | — | $538K | 1.8% | |
| American Funds Target Date 2060 R3 Mutual fund N/A | — | — | — | $365K | 1.2% | |
| Fidelity Advisor Limited Term Bond I Mutual fund N/A | — | — | — | $349K | 1.2% | |
| Fidelity Mid Cap Index PR Mutual fund N/A | — | — | — | $284K | 1.0% | |
| Fidelity Small Cap Index PR Mutual fund N/A | — | — | — | $173K | 0.6% | |
| Fidelity International Index PR Mutual fund N/A | — | — | — | $151K | 0.5% | |
| MFS Mid Cap Value R3 Mutual fund N/A | — | — | — | $147K | 0.5% | |
| Fidelity U.S. Bond Index PR Mutual fund N/A | — | — | — | $114K | 0.4% | |
| American Funds New World R6 Mutual fund N/A | — | — | — | $67K | 0.2% | |
| American Funds Target Date 2065 R3 Mutual fund N/A | — | — | — | $61K | 0.2% | |
| Pioneer Strategic Income Class A Mutual fund N/A | — | — | — | $28K | <0.1% | |
| American Funds Target Date 2015 R3 Mutual fund N/A | — | — | — | $8K | <0.1% |