Laura Roman signed Safe Home Security's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Safe Home Security's EIN is 06-1253294.
Download the official 2024 Form 5500 (PDF) for Safe Home Security from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Safe Home Security's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
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.
| PI | % 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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
