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Original filing (PDF)20251001051912NAL0030951794001
SAFE HOME SECURITY
Form 5500
FILING_RECEIVED
SAFE HOME SECURITY INC. 401K PLAN
401(k) retirement plan
Signals · 1
33% in single holding
Active participants
182
Accounts w/ balance
211
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
How this plan invests
This plan
7 pooled trusts
Schedule D
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
84
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "STATE ST CASH SERIES US GOVT L" is 33% of plan.
Helping the score
- Below-peer total fees (14 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAFE HOME SECURITY.
Plan sponsor
Name
SAFE HOME SECURITY
EIN
06-1253294
Address
1125 MIDDLE STREET · MIDDLETOWN, CT · 064571526
Phone
(860) 262-4000
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
2025-10-01
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
WHITTLESEY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
12 direct securities · 7 pooled funds· $2.3M(97% 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.
Common Collective Trust
$1.5M
7 holdings
Registered Investment Companies
$809K
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $736K | 31.5% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $284K | 12.2% | |
| INVESCO GLOBAL A | Registered Investment Companies | — | — | $182K | 7.8% | |
| INVESCO DISCOVERY LARGE CAP A | Registered Investment Companies | — | — | $115K | 4.9% | |
| FIDELITY ADV EQUITY GROWTH - M | Registered Investment Companies | — | — | $113K | 4.8% | |
| STATE ST MOD STR BAL SLS VII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 385 | Common Collective Trust | — | — | $100K | 4.3% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $92K | 3.9% | |
| STATE ST AGG STR BAL SLS VII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 386 | Common Collective Trust | — | — | $83K | 3.5% | |
| STATE ST CONS STR BAL SLS VII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 384 | Common Collective Trust | — | — | $82K | 3.5% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $73K | 3.1% | |
| PIMCO TOTAL RETURN FUND - A | Registered Investment Companies | — | — | $63K | 2.7% | |
| FRANKLIN RISING DIVIDENDS - A | Registered Investment Companies | — | — | $62K | 2.6% | |
| NEUBERGER BERMAN LGCAP VAL ADV | Registered Investment Companies | — | — | $55K | 2.3% | |
| AMC DISCIPLINED CORE VALUE A | Registered Investment Companies | — | — | $51K | 2.2% | |
| VIRTUS NFJ SC VALUE A | Registered Investment Companies | — | — | $50K | 2.1% | |
| DWS GLOBAL HIGH INCOME S | Registered Investment Companies | — | — | $49K | 2.1% | |
| NEUBERGER BERMAN MC GRTH-ADV | Registered Investment Companies | — | — | $33K | 1.4% | |
| ALGER SMALL CAP GROWTH INSTL-I | Registered Investment Companies | — | — | $22K | 1.0% | |
| FEDERATED HERMES INTL LEADERS | Registered Investment Companies | — | — | $14K | 0.6% |
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