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Original filing (PDF)20250922104947NAL0004607745001
NAPCO SECURITY TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
NAPCO SECURITY TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
290
Accounts w/ balance
201
Plan assets (EOY)
$46.3M
Net assets (EOY)
$46.3M
How this plan invests
This plan
6 pooled trusts
Schedule D
27 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
100
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- 69% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NAPCO SECURITY TECHNOLOGIES, INC..
Plan sponsor
Name
NAPCO SECURITY TECHNOLOGIES, INC.
EIN
11-2277818
Address
333 BAYVIEW AVE · AMITYVILLE, NY · 11701
Phone
(631) 842-9400
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-22
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INSTITUTIONAL WEALTH SERVI | — | SMITHFIELD, RI | CUSTODIAN | $15K | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS & FINANCIAL GRP | 04-3015875 | — | RECORD KEEPER | $37K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL PENSION ADVISORS | 04-3422848 | — | ADVISOR | $43K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RELIANCE TRUST COMPANY | 58-1428634 | — | DIRECTED TRUSTEE | $6K | — |
Investments
22 direct securities · 6 pooled funds· $49.6M(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.
Uncategorized
$27.1M
21 holdings
Common Collective Trust
$13.9M
6 holdings
Mutual Funds
$8.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JP Morgan Large-Cap Growth Select Fund Class I Mutual Fund N/R | Mutual Funds | — | — | $8.6M | 18.7% | |
| Columbia Dividend Income A Mutual Fund N/R | — | — | — | $5.9M | 12.6% | |
| BLACKROCK EQUITY INDEX FUND GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $4.6M | 10.0% | |
| Fidelity Select Technology Portfolio Mutual Fund N/R | — | — | — | $4.6M | 10.0% | |
| Common Collective Trust * Reliance Trust Stable Value Series 25053 Common Collective Trust N/R | — | — | — | $3.3M | 7.2% | |
| METLIFE GAC SERIES 25157 CLASS II RELIANCE TRUST · EIN 46-6625485 / PN 002 | Common Collective Trust | — | — | $3.3M | 7.2% | |
| Company Common Stock * Napco Security Technologies, Inc. Common Stock N/R | — | — | — | $3.2M | 6.9% | |
| American Funds 2030 Target Date Retirement R4 Mutual Fund N/R | — | — | — | $2.3M | 4.9% | |
| American Funds 2020 Target Date Retirement R4 Mutual Fund N/R | — | — | — | $2.0M | 4.4% | |
| BLACKROCK MID CAP EQUITY INDEX GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $1.8M | 3.9% | |
| BLACKROCK RUSSELL 2000 INDEX FUND GREAT GRAY TRUST COMPANY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $1.8M | 3.8% | |
| BLACKROCK US DEBT INDEX GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $1.7M | 3.7% | |
| American Funds 2050 Target Date Retirement R4 Mutual Fund N/R | — | — | — | $1.5M | 3.3% | |
| MFS International Growth R3 Mutual Fund N/R | — | — | — | $1.0M | 2.2% | |
| Invesco Corporate Bond A Mutual Fund N/R | — | — | — | $861K | 1.9% | |
| American Funds 2040 Target Date Retirement R4 Mutual Fund N/R | — | — | — | $723K | 1.6% | |
| BLACKROCK EAFE EQUITY INDEX FUND GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $606K | 1.3% | |
| Prudential High-Yield A Mutual Fund N/R | — | — | — | $558K | 1.2% | |
| various dates through May 2030. $0 | — | — | — | $397K | 0.9% | |
| Fidelity International Small Cap Opp Mutual Fund N/R | — | — | — | $248K | 0.5% | |
| American Funds 2060 Target Date Retirement R4 Mutual Fund N/R | — | — | — | $146K | 0.3% | |
| American Funds 2025 Target Date Retirement R4 Mutual Fund N/R | — | — | — | $94K | 0.2% | |
| American Funds 2035 Target Date Retirement R6 Mutual Fund N/R | — | — | — | $55K | 0.1% | |
| American Funds 2055 Target Date Retirement R6 Mutual Fund N/R | — | — | — | $52K | 0.1% | |
| American Funds 2065 Target Date Retirement R4 Mutual Fund N/R | — | — | — | $41K | <0.1% | |
| American Funds 2045 Target Date Retirement R6 Mutual Fund N/R | — | — | — | $38K | <0.1% | |
| Interest Bearing Cash | — | — | — | $36K | <0.1% | |
| Money Market Fund * Government Retirement Money Market Money Market Fund N/R | — | — | — | $28K | <0.1% |
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