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Original filing (PDF)20250731153947NAL0005488801001
ALARM.COM HOLDINGS, INC
Form 5500
FILING_RECEIVED
ALARM.COM 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,834
Accounts w/ balance
2,234
Plan assets (EOY)
$198.5M
Net assets (EOY)
$198.5M
How this plan invests
This plan
12 pooled trusts
Schedule D
44 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALARM.COM HOLDINGS, INC.
Plan sponsor
Name
ALARM.COM HOLDINGS, INC
EIN
26-4247032
Address
8281 GREENSBORO DRIVE · SUITE 100 · TYSONS, VA · 221025211
Phone
(877) 389-4033
Industry
Data Processing, Hosting· Information / Tech / Mediasee 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
2025-07-31
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
APRIO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS | 36-4291971 | — | INVESTMENT ADVISORY | $42K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $172K | — |
Investments
38 direct securities · 12 pooled funds· $231.4M(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
$158.1M
38 holdings
Common Collective Trust
$60.6M
11 holdings
Pooled Separate Account
$12.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund NR | — | — | — | $24.8M | 12.5% | |
| Vanguard Growth Index Admiral Fund Mutual Fund NR | — | — | — | $20.4M | 10.3% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $20.1M | 10.1% | |
| CORE PL BD FD FEE CLASS I1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $19.1M | 9.6% | |
| Great Gray Large Cap Value Fund Class I1 Collective Trust NR | — | — | — | $15.4M | 7.8% | |
| LARGE CAP VALUE I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $15.4M | 7.8% | |
| Fidelity Total International Index Fund Mutual Fund NR | — | — | — | $15.4M | 7.7% | |
| Principal Diversified International Separate Account Pooled Separate Account NR | — | — | — | $12.7M | 6.4% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $12.7M | 6.4% | |
| Vanguard Growth and Income Admiral Fund Mutual Fund NR | — | — | — | $10.2M | 5.1% | |
| Fidelity Mid Cap Index Fund Mutual Fund NR | — | — | — | $8.0M | 4.0% | |
| Fidelity Small Cap Index Fund Mutual Fund NR | — | — | — | $7.4M | 3.7% | |
| Nuveen Mid Cap Value 1 R6 Fund Mutual Fund NR | — | — | — | $5.2M | 2.6% | |
| Vanguard Mid-Cap Growth Index Admiral Fund Mutual Fund NR | — | — | — | $5.0M | 2.5% | |
| Invesco Discovery R6 Fund Mutual Fund NR | — | — | — | $4.7M | 2.3% | |
| Great Gray Small Cap Value Fund II Class I1 Collective Trust NR | — | — | — | $4.6M | 2.3% | |
| SMALL CAP VALUE II I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $4.6M | 2.3% | |
| Vanguard Wellington Admiral Fund Mutual Fund NR | — | — | — | $3.9M | 2.0% | |
| Vanguard Target Retirement 2055 Investor Fund Mutual Fund NR | — | — | — | $2.4M | 1.2% | |
| Vanguard Target Retirement 2050 Investor Fund Mutual Fund NR | — | — | — | $2.3M | 1.2% | |
| Fidelity US Bond Index Fund Mutual Fund NR | — | — | — | $2.1M | 1.1% | |
| Vanguard Target Retirement 2060 Investor Fund Mutual Fund NR | — | — | — | $2.1M | 1.0% | |
| Vanguard Target Retirement 2065 Investor Fund Mutual Fund NR | — | — | — | $1.4M | 0.7% | |
| Vanguard Target Retirement 2045 Investor Fund Mutual Fund NR | — | — | — | $1.4M | 0.7% | |
| BlackRock High Yield Bond K Fund Mutual Fund NR | — | — | — | $1.4M | 0.7% | |
| INVESCO INT'L SM-MID CAP TR B1 INVESCO TRUST COMPANY · EIN 47-1449068 / PN 001 | Common Collective Trust | — | — | $1.2M | 0.6% | |
| Vanguard Target Retirement 2040 Investor Fund Mutual Fund NR | — | — | — | $1.1M | 0.5% | |
| Fidelity Total Market Index Fund Mutual Fund NR | — | — | — | $946K | 0.5% | |
| Vanguard Target Retirement 2035 Investor Fund Mutual Fund NR | — | — | — | $835K | 0.4% | |
| Various, bearing interest * Participant loans from 5.25%-10.50% - | — | — | — | $833K | 0.4% | |
| American Funds New World R6 Fund Mutual Fund NR | — | — | — | $643K | 0.3% | |
| Vanguard Target Retirement 2025 Investor Fund Mutual Fund NR | — | — | — | $638K | 0.3% | |
| Vanguard Cash Reserves Federal Money Market Admiral Fund Mutual Fund NR | — | — | — | $533K | 0.3% | |
| Calvert US Large Cap Core Responsible Index R6 Fund Mutual Fund NR | — | — | — | $476K | 0.2% | |
| AB Global Bond Z Fund Mutual Fund NR | — | — | — | $398K | 0.2% | |
| Vanguard Target Retirement 2030 Investor Fund Mutual Fund NR | — | — | — | $270K | 0.1% | |
| Vanguard Target Retirement Income Investor Fund Mutual Fund NR | — | — | — | $202K | 0.1% | |
| Vanguard Short-Term Inflation-Protected Securities Index Admiral Fund Mutual Fund NR | — | — | — | $190K | <0.1% | |
| INTERNATIONAL STOCK I1 FUND GREAT GRAY TRUST COMPANY · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $150K | <0.1% | |
| Nuveen Social Choice International Equity R6 Fund Mutual Fund NR | — | — | — | $125K | <0.1% | |
| (E) | — | — | — | $97K | <0.1% | |
| Vanguard Target Retirement 2070 Investor Fund Mutual Fund NR | — | — | — | $97K | <0.1% | |
| Vanguard Target Retirement 2020 Investor Fund Mutual Fund NR | — | — | — | $43K | <0.1% | |
| (E) | — | — | $31K | $43K | <0.1% | |
| Nuveen Core Impact Bond R6 Fund Mutual Fund NR | — | — | — | $31K | <0.1% | |
| BLACKROCK EQTY INDEX CL R FD GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP GROWTH I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP VALUE I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $0 | <0.1% | |
| EMERGING MARKETS I1 FUND GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $0 | <0.1% | |
| LARGE CAP GRWTH FD III CL I1 GREAT GRAY TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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