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Original filing (PDF)20251024101143NAL0002685027001
RSA SECURITY LLC
Form 5500
FILING_RECEIVED
RSA SECURITY 401(K) PLAN
401(k) retirement plan
Active participants
507
Accounts w/ balance
789
Plan assets (EOY)
$174.7M
Net assets (EOY)
$174.7M
How this plan invests
This plan
8 pooled trusts
Schedule D
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (7 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RSA SECURITY LLC.
Plan sponsor
Name
RSA SECURITY LLC
EIN
27-1496036
Address
2 BURLINGTON WOODS DRIVE · SUITE 201 · BURLINGTON, MA · 01803
Phone
(781) 515-5000
Industry
Wholesale Tradesee 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
2025-10-24
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $62K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 84-4519624 | — | INVESTMENT ADVISOR | $52K | — |
Investments
12 direct securities · 8 pooled funds· $174.7M(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
$118.8M
12 holdings
Common Collective Trust
$55.9M
8 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SS S&P 500 INDEX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $34.3M | 19.6% | |
| BlackRock LifePath Index 2035 Fund K | — | — | — | $21.5M | 12.3% | |
| BlackRock LifePath Index 2045 Fund K | — | — | — | $16.4M | 9.4% | |
| BlackRock LifePath Index 2040 Fund K | — | — | — | $16.4M | 9.4% | |
| BlackRock LifePath Index 2030 Fund K | — | — | — | $13.4M | 7.6% | |
| BlackRock LifePath Index 2050 Fund K | — | — | — | $11.0M | 6.3% | |
| BlackRock LifePath Index Retirement Fund K | — | — | — | $10.9M | 6.2% | |
| SS RSL SMMDCP IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $10.2M | 5.9% | |
| Registered Investment Companies T. Row Price US Equity Research Fund I | — | — | — | $9.6M | 5.5% | |
| BlackRock LifePath Index 2055 Fund K | — | — | — | $8.1M | 4.6% | |
| Money Market Funds Vanguard Treasury Money Market | — | — | — | $5.8M | 3.3% | |
| WT SMID CAP RES EQ 1 WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 151 | Common Collective Trust | — | — | $3.9M | 2.2% | |
| BlackRock LifePath Index 2060 Fund K | — | — | — | $3.8M | 2.2% | |
| SS GACEQ EXUS IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $2.9M | 1.7% | |
| SS US BOND INDX XIV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $2.9M | 1.7% | |
| Participant Notes Receivable Interest rates 3.25% to 9.50% | — | — | — | $1.1M | 0.6% | |
| BlackRock LifePath Index 2065 Fund K | — | — | — | $889K | 0.5% | |
| HRDG LVNR INTL EQ A GLOBAL TRUST COMPANY · EIN 27-6075499 / PN 003 | Common Collective Trust | — | — | $857K | 0.5% | |
| PIF DVRSD RA CIT T1 PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 46-0743367 / PN 001 | Common Collective Trust | — | — | $575K | 0.3% | |
| JH CR PL FXD INC P1 JOHN HANCOCK TRUST COMPANY · EIN 85-6153745 / PN 002 | Common Collective Trust | — | — | $215K | 0.1% |