Jerrod Smith signed Fortress Security LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fortress Security LLC's EIN is 20-0038616.
Download the official 2024 Form 5500 (PDF) for Fortress Security LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fortress Security LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $2K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2025 12,517.284 | Other securities | — | — | $202K | 28.7% | |
| T. ROWE PRICE RETIREMENT 2040 4,365.660 | Other securities | — | — | $130K | 18.5% | |
| T. ROWE PRICE RETIREMENT 2055 3,701.137 | Other securities | — | — | $72K | 10.2% | |
| T.ROWE PRICE RETIREMENT 2060 3,113.357 | Other securities | — | — | $51K | 7.2% | |
| T. ROWE PRICE RETIREMENT 2020 2,634.314 | Other securities | — | — | $48K | 6.8% | |
| T. ROWE PRICE RETIREMENT 2050 2,434.247 | Other securities | — | — | $45K | 6.4% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $36K | 5.1% | |
| T. ROWE PRICE RETIREMENT 2045 1,506.999 | Other securities | — | — | $33K | 4.6% | |
| T. ROWE PRICE RETIREMENT 2030 1,195.669 | Other securities | — | — | $30K | 4.2% | |
| T. ROWE PRICE RETIREMENT 2035 1,213.003 | Other securities | — | — | $25K | 3.5% | |
| Participant Loans 5.25% - 10.50% -0- | Bonds / Notes | — | — | $14K | 2.0% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $13K | 1.8% | |
| ALGER CAPITAL APPR INSTIT 58.910 | Registered Investment Companies | — | — | $3K | 0.4% | |
| T.ROWE PRICE RETIREMENT 2005 149.148 | Other securities | — | — | $2K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2015 107.748 | Other securities | — | — | $1K | 0.2% | |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $439 | <0.1% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $188 | <0.1% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $39 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
