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Original filing (PDF)20250515145440NAL0019628929001
CORE SECURITY SDI CORPORATION
Form 5500
FILING_RECEIVED
SECUREAUTH 401(K) PLAN
401(k) retirement plan
Active participants
45
Accounts w/ balance
193
Plan assets (EOY)
$12.9M
Net assets (EOY)
$12.9M
How this plan invests
This plan
4 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
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 CORE SECURITY SDI CORPORATION.
Plan sponsor
Name
CORE SECURITY SDI CORPORATION
EIN
04-3319378
Address
49 DISCOVERY, SUITE 220 · IRVINE, CA · 92618
Phone
(949) 777-6959
Industry
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
2025-05-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP, INC. | — | EAST PROVIDENCE, RI | TPA | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES LLC | 04-2746212 | — | SERVICE PROVIDER | $0 | — |
Investments
29 direct securities · 4 pooled funds· $23.6M(100% 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.
Pooled Separate Account
$10.8M
1 holding
Uncategorized
$10.8M
29 holdings
Common Collective Trust
$2.0M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAP SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $10.8M | 83.7% | |
| Vanguard 500 Index Fund " | — | — | — | $2.4M | 18.9% | |
| LARGE CAP GROWTH FUND GREAT GRAY TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $1.5M | 11.4% | |
| Vanguard Target Retirement 2040 Fund " | — | — | — | $1.4M | 10.9% | |
| Vanguard Target Retirement 2035 Fund " | — | — | — | $948K | 7.3% | |
| JPMorgan U.S. Equity Fund " | — | — | — | $729K | 5.6% | |
| Vanguard Mid-Cap Index Fund " | — | — | — | $716K | 5.5% | |
| Vanguard Target Retirement 2055 Fund " | — | — | — | $699K | 5.4% | |
| Vanguard Target Retirement 2050 Fund " | — | — | — | $692K | 5.4% | |
| Vanguard Target Retirement 2045 Fund " | — | — | — | $679K | 5.3% | |
| Vanguard Small-Cap Index Fund " | — | — | — | $472K | 3.6% | |
| Neuberger Berman Mid Cap Growth Fund " | — | — | — | $367K | 2.8% | |
| BlackRock 60/40 Target Allocation K Fund " | — | — | — | $364K | 2.8% | |
| MID CAP VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $289K | 2.2% | |
| Vanguard Total International Stock Index Fund " | — | — | — | $264K | 2.0% | |
| INTERNATIONAL GROWTH FND II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $214K | 1.7% | |
| Vanguard Target Retirement 2030 Fund " | — | — | — | $154K | 1.2% | |
| Vanguard Target Retirement 2060 Fund " | — | — | — | $141K | 1.1% | |
| Vanguard Total Bond Market Index Fund " | — | — | — | $127K | 1.0% | |
| American Funds New World Fund " | — | — | — | $115K | 0.9% | |
| Vanguard Target Retirement 2025 Fund " | — | — | — | $104K | 0.8% | |
| JPMorgan Equity Income Fund " | — | — | — | $93K | 0.7% | |
| Macquarie Small Cap Growth Fund " | — | — | — | $72K | 0.6% | |
| DFA Real Estate Securities Portfolio Fund " | — | — | — | $50K | 0.4% | |
| Voya Intermediate Bond Fund " | — | — | — | $45K | 0.3% | |
| Vanguard Target Retirement 2020 Fund " | — | — | — | $41K | 0.3% | |
| Vanguard Target Retirement 2065 Fund " | — | — | — | $36K | 0.3% | |
| Vanguard Target Retirement 2070 Fund " | — | — | — | $27K | 0.2% | |
| Voya Government Money Market Fund Pooled separate account | — | — | — | $11K | <0.1% | |
| Franklin Small Cap Value Fund " | — | — | — | $7K | <0.1% | |
| DFA Inflation-Protected Securities Portfolio Fund " | — | — | — | $7K | <0.1% | |
| Vanguard Target Retirement Income Fund " | — | — | — | $2K | <0.1% | |
| AB Global Bond Fund " | — | — | — | $1K | <0.1% |
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