Back to filter
Original filing (PDF)20250912120352NAL0000806995001
PLATINUM SECURITY, INC.
Form 5500
FILING_RECEIVED
PLATINUM SECURITY EMPLOYEE BENEFIT PLAN
Defined-contribution retirement plan
Signals · 1
~654 bps in Sched C fees
Active participants
243
Accounts w/ balance
356
Plan assets (EOY)
$565K
Net assets (EOY)
$565K
How this plan invests
This plan
1 pooled trust
Schedule D
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 654 bps in Schedule C fees — 314% above peer band of 158 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLATINUM SECURITY, INC..
Plan sponsor
Name
PLATINUM SECURITY, INC.
EIN
20-0860762
Address
11300 W. OLYMPIC BLVD., #900 · LOS ANGELES, CA · 900641646
Phone
(310) 207-1300
Industry
Agriculture, Forestry, Fishing, Huntingsee 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
2025-09-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
VALENTINE & CALDWELL CPAS, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AXA EQUITABLE LIFE NSURANCE CO | 13-5570651 | — | RECORD KEEPER | $37K | — |
Investments
14 direct securities · 1 pooled fund· $1.1M(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
$565K
14 holdings
Pooled Separate Account
$550K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| POOLED SEPARATE ACCOUNT 65 AXA EQUITABLE · EIN 13-5570651 / PN 065 | Pooled Separate Account | — | — | $550K | 97.3% | |
| MFS Technology R1 Pooled separate account 521 T. Rowe Price Retirement 2060 R Pooled separate account | — | — | — | $108K | 19.0% | |
| T. Rowe Price Retirement 2055 R Pooled separate account | — | — | — | $68K | 12.1% | |
| T. Rowe Price Retirement 2035 R Pooled separate account | — | — | — | $65K | 11.6% | |
| T. Rowe Price Retirement 2025 R Pooled separate account | — | — | — | $52K | 9.1% | |
| T. Rowe Price Retirement 2045 R Pooled separate account | — | — | — | $51K | 9.1% | |
| T. Rowe Price Retirement 2030 R Pooled separate account | — | — | — | $51K | 9.1% | |
| T. Rowe Price Retirement 2050 R Pooled separate account | — | — | — | $50K | 8.9% | |
| T. Rowe Price Retirement 2040 R Pooled separate account | — | — | — | $48K | 8.5% | |
| T. Rowe Price Retirement 2020 R Pooled separate account | — | — | — | $38K | 6.7% | |
| Guaranteed Interest Option Insurance company general contract | — | — | — | $15K | 2.7% | |
| T. Rowe Price Retirement 2015 R Pooled separate account | — | — | — | $12K | 2.1% | |
| T. Rowe Price Retirement 2010 R Pooled separate account | — | — | — | $3K | 0.5% | |
| T. Rowe Price Retirement 2005 R Pooled separate account | — | — | — | $2K | 0.4% | |
| Equitable Money Market Pooled separate account | — | — | — | $1K | 0.2% |