VU TRAN signed Frontpoint Security Solutions, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Frontpoint Security Solutions, LLC's EIN is 26-0202317.
Download the official 2024 Form 5500 (PDF) for Frontpoint Security Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Frontpoint Security Solutions, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $47K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | 35-2552359 | — | INVESTMENT ADVISORY | $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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ORENDA RETIREMENT, LLC | 36-4877979 | — | CONTRACT ADMINISTRATOR | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FRONTPOINT SECURITY | 26-0202317 | — | ACCOUNTANT | $9K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Fixed Income Guaranteed Option Insurance Company General | Common Stocks | — | — | $1.0M | 16.0% | |
| LARGE CAP GROWTH FUND II I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $717K | 11.3% | |
| LARGE CAP GROWTH FD LLL CL L1 GREAT GRAY TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $717K | 11.3% | |
| BLACKROCK EQTY INDEX CI R FD WILMINGTON TRUST · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $626K | 9.9% | |
| Vanguard Equity Income Fund Mutual Fund | Mutual Funds | — | — | $620K | 9.8% | |
| Fidelity International Index Fund Mutual Fund | Common Collective Trusts | — | — | $551K | 8.7% | |
| INTERNATIONAL EQUITY L1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $512K | 8.1% | |
| Fidelity US Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $475K | 7.5% | |
| MIDCAP VALUE L1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $333K | 5.2% | |
| MID CAP GROWTH I1 FUND WILMINGTON TRUST, N.A · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $317K | 5.0% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $280K | 4.4% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $276K | 4.3% | |
| Participant Loans Maturities through June 2035, $- | Participant loans | — | — | $75K | 1.2% | |
| ASSETS HELD AT END OF YEAR (E) | Other securities | — | — | $75K | 1.2% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $37K | 0.6% | |
| ASSETS HELD AT END OF YEAR (E) | Other securities | — | $15K | $37K | 0.6% | |
| EMERGING MARKETS L1 FUND GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $19K | 0.3% | |
| INTERNATIONAL STOCK L1 FUND GREAT GRAY TRUST COMPANY · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $15K | 0.2% | |
| CORE PL BD FD FEE CLASS I1 WILMINGTON TRUST, N.A · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $11K | 0.2% |
