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Original filing (PDF)20250724152936NAL0005035793001
VECTOR SECURITY, INC
Form 5500
FILING_RECEIVED
VECTOR SECURITY, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
1,529
Accounts w/ balance
1,938
Plan assets (EOY)
$151.1M
Net assets (EOY)
$151.1M
How this plan invests
This plan
2 pooled trusts
Schedule D
33 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
- 16 bps in Schedule C fees — 56% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VECTOR SECURITY, INC.
Plan sponsor
Name
VECTOR SECURITY, INC
EIN
23-1734719
Address
2000 ERICSSON DRIVE · WARRENDALE, PA · 15086
Phone
(724) 741-2200
Industry
Admin Support & Waste Mgmtsee 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
2025-07-24
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $180K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | — | ADVISOR | $56K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Investments
28 direct securities · 2 pooled funds· $158.6M(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
$151.4M
27 holdings
Common Collective Trust
$4.7M
2 holdings
Mutual Funds
$2.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm N/R | — | — | — | $27.7M | 18.3% | |
| William Blair William Blair Large Cap Growth I N/R | — | — | — | $15.9M | 10.5% | |
| Columbia Dividend Income Inst3 N/R | — | — | — | $12.7M | 8.4% | |
| Vanguard Target Retirement 2035 Inv N/R | — | — | — | $10.4M | 6.9% | |
| Gabelli US MMkt I | — | — | — | $9.3M | 6.2% | |
| Vanguard Target Retirement 2045 Inv N/R | — | — | — | $7.4M | 4.9% | |
| Vanguard Mid Cap Index Adm N/R | — | — | — | $7.2M | 4.7% | |
| Fidelity Intermed Bd | — | — | — | $6.9M | 4.6% | |
| Vanguard Target Retirement 2025 Inv N/R | — | — | — | $6.5M | 4.3% | |
| Fidelity Adv Intl Gr Z | — | — | — | $5.7M | 3.8% | |
| Fidelity Advisor International Growth Z N/R | — | — | — | $5.7M | 3.8% | |
| Vanguard GNMA Admin N/R | — | — | — | $5.0M | 3.3% | |
| JANUS HENDERSON ENTERPRISE CLASS U WILMINGTON TRUST · EIN 38-7289853 / PN 001 | Common Collective Trust | — | — | $4.7M | 3.1% | |
| Vanguard Target Retirement 2055 Inv N/R | — | — | — | $4.6M | 3.0% | |
| Vanguard Small Cap Index Adm N/R | — | — | — | $3.1M | 2.0% | |
| Participant Loans Interest rates: 4.25% - 9.50% $0 | — | — | — | $3.1M | 2.0% | |
| MFS Investments MFS Mid Cap Value R6 N/R | — | — | — | $3.0M | 2.0% | |
| Vanguard Interm-Term Bond Index Adm N/R | — | — | — | $2.9M | 1.9% | |
| Alliance Bernstein AB Bond Inflation Strategy Advisor N/R | Mutual Funds | — | — | $2.6M | 1.7% | |
| Putnam Small Cap Growth R6 N/R | — | — | — | $2.5M | 1.6% | |
| Fidelity Capital & Income N/R | — | — | — | $2.4M | 1.6% | |
| American Beacon American Beacon Small Cap Value R6 N/R | — | — | — | $2.3M | 1.5% | |
| MFS Investments MFS International Value R6 N/R | — | — | — | $1.9M | 1.3% | |
| MFS Intl Val R6 | — | — | — | $1.9M | 1.3% | |
| Vanguard Target Retirement Income Inv N/R | — | — | — | $1.0M | 0.7% | |
| American Century Amer Century Emrg Mrkts Sm Cap R6 N/R | — | — | — | $920K | 0.6% | |
| Vanguard Total Intl Stock Index Adm N/R | — | — | — | $745K | 0.5% | |
| Vanguard Target Retirement 2065 Inv N/R | — | — | — | $408K | 0.3% | |
| State Street Bank & Trust Co. Cash Reserve Account | — | — | — | $74K | <0.1% | |
| FEDERATED CAPITAL PRESERVATION FEDERATED · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |