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Original filing (PDF)20260206130115NAL0005626449001
ITSC SECURE SOLUTIONS, LLC
Form 5500
FILING_RECEIVED
ITSC SECURE SOLUTIONS, LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 2.7 moNo recordkeeper disclosed
Active participants
106
Accounts w/ balance
164
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.4M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
89
Concentration risk
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- Filed 2.7 months past the 10.5-month grace window.
- 74 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ITSC SECURE SOLUTIONS, LLC.
Plan sponsor
Name
ITSC SECURE SOLUTIONS, LLC
EIN
20-8936149
Address
4510 GRESHAM LN SE · OWENS CROSS ROADS, AL · 35763
Phone
(850) 240-1391
Industry
Engineering 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
2026-02-06
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HEIMLANTZ CPAS & ADVISORS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COLLINGWOOD GROUP | 88-2134348 | — | NONE | $16K | — |
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $10K | — |
Investments
27 direct securities · 1 pooled fund· $3.4M(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.
Uncategorized
$3.4M
27 holdings
Common Collective Trust
$35K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TARGET RETIREMENT 2035 Mutual Funds | — | — | — | $663K | 18.9% | |
| VANGUARD TARGET RETIREMENT 2045 Mutual Funds | — | — | — | $603K | 17.2% | |
| VANGUARD TARGET RETIREMENT 2055 INV Mutual Funds | — | — | — | $430K | 12.2% | |
| FIDELITY 500 INDEX FUND Mutual Funds | — | — | — | $375K | 10.7% | |
| VANGUARD TARGET RETIREMENT 2025 Mutual Funds | — | — | — | $366K | 10.4% | |
| VANGUARD Target Retirement 2070 Mutual Funds 70 VANGUARD TARGET RETIREMENT 2065 Mutual Funds | — | — | — | $156K | 4.4% | |
| FIDELITY GOVERNMENT INCOME Mutual Funds | — | — | — | $75K | 2.1% | |
| PRINCIPAL REAL ESTATE SECURITIES INST Mutual Funds | — | — | — | $72K | 2.1% | |
| Participant Loans Interest rate of 3.25%-9.5%, various maturities - | — | — | — | $59K | 1.7% | |
| GOLDMAN SACHS EMERGING MARKETS EQUITY INSTL CL Mutual Funds | — | — | — | $56K | 1.6% | |
| CAUSEWAY INTERNATIONAL VALUE Mutual Funds | — | — | — | $50K | 1.4% | |
| PRINCIPAL MID CAP R6 Mutual Funds | — | — | — | $49K | 1.4% | |
| MFS VALUE FD CL R6 Mutual Funds | — | — | — | $44K | 1.3% | |
| MFS MID CAP VALUE FD CL R6 Mutual Funds | — | — | — | $39K | 1.1% | |
| CLEARBRIDGE INTERNATIONAL GROWTH Mutual Funds | — | — | — | $39K | 1.1% | |
| CONESTOGA SMALL CAP INST Mutual Funds | — | — | — | $37K | 1.1% | |
| FIDELITY ADVISORS STABLE VALUE FUND FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $35K | 1.0% | |
| PIMCO US Small Instl Mutual Funds | — | — | — | $34K | 1.0% | |
| EATON VANCE FLOATING RATE FUND Mutual Funds | — | — | — | $32K | 0.9% | |
| FIDELITY EXTENDED MARKET INDEX FUND Mutual Funds | — | — | — | $31K | 0.9% | |
| FIDELITY US BOND INDEX FUND Mutual Funds | — | — | — | $30K | 0.9% | |
| BAIRD CORE PLUS BOND INST Mutual Funds | — | — | — | $29K | 0.8% | |
| FIDELITY TOTAL INTERNATIONAL INDEX Mutual Funds | — | — | — | $21K | 0.6% | |
| PIMCO INTERNATIONAL BOND FUND UNHEDGED CLASS I-2 Mutual Funds | — | — | — | $20K | 0.6% | |
| PIMCO COMMODITIES PLUS STRATEGY INST Mutual Funds | — | — | — | $17K | 0.5% | |
| CAUSEWAY International Small Cap Instl Mutual Funds | — | — | — | $17K | 0.5% | |
| PIMCO INTL BOND (USD HEDGED) I-2 Mutual Funds | — | — | — | $12K | 0.4% | |
| EATON VANCE GLOBAL MACRO ABS RETURN ADV FUND Mutual Funds | — | — | — | $9K | 0.3% |
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