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Original filing (PDF)20251010092212NAL0007861953001
SECURITY PROPERTIES RESIDENTIAL, LL
Form 5500
FILING_RECEIVED
SECURITY PROPERTIES RESIDENTIAL, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
524
Accounts w/ balance
685
Plan assets (EOY)
$15.2M
Net assets (EOY)
$15.2M
How this plan invests
This plan
42 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 70 bps in Schedule C fees — 143% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SECURITY PROPERTIES RESIDENTIAL, LL.
Plan sponsor
Name
SECURITY PROPERTIES RESIDENTIAL, LL
EIN
27-3854827
Address
2315 4TH AVE · SEATTLE, WA · 98121
Phone
(206) 628-8001
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
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
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | — | ADVISOR | $28K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED 401(K) PLANS, INC. | 20-5321813 | — | CONTRACT ADMINISTRATOR | $79K | — |
Investments
42 direct securities· $15.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY FREDM INDEX 50 PREMR Fidelity 0 | — | — | — | $2.1M | 14.0% | |
| FIDELITY FREDM INDEX 45 PREMR Fidelity 0 | — | — | — | $1.9M | 12.4% | |
| FIDELITY FREDM INDEX 55 PREMR Fidelity 0 | — | — | — | $1.9M | 12.3% | |
| FIDELITY FREDM INDEX 40 PREMR Fidelity 0 | — | — | — | $1.4M | 9.1% | |
| FIDELITY FREDM INDEX 30 PREMR Fidelity 0 | — | — | — | $1.4M | 9.0% | |
| FIDELITY FREDM INDEX 2060 PREMIER Fidelity 0 | — | — | — | $1.1M | 7.3% | |
| FIDELITY FREDM INDEX 35 PREMR Fidelity 0 | — | — | — | $1.1M | 7.1% | |
| Participant Loan 0 | — | — | — | $614K | 4.0% | |
| VANGUARD INFORMATION TECHNOLOGY IDX ADM Vanguard 0 | — | — | — | $536K | 3.5% | |
| FIDELITY FREDM INDEX 25 PREMR Fidelity 0 | — | — | — | $502K | 3.3% | |
| FIDELITY FREDM INDEX 65 PREMR Fidelity 0 | — | — | — | $323K | 2.1% | |
| FIDELITY BLUE CHIP GWTH K6 Fidelity 0 | — | — | — | $309K | 2.0% | |
| Forfeitures in suspense Forfeitures 0 | — | — | — | $304K | 2.0% | |
| FIDELITY 500 INDEX FUND Fidelity 0 | — | — | — | $294K | 1.9% | |
| VANGUARD TOTAL STOCK MKT IDX ADM Vanguard 0 | — | — | — | $233K | 1.5% | |
| AMERICAN FUNDS AMERICAN BALANCED R6 AMERICAN FUNDS 0 | — | — | — | $210K | 1.4% | |
| FIDELITY FREDM INDEX 20 PREMR Fidelity 0 | — | — | — | $186K | 1.2% | |
| VANGUARD SPECIALIZED FD VANGUARD REAL ESTATE INDEX ADMIRAL Vanguard 0 | — | — | — | $129K | 0.8% | |
| FIDELITY FREDM INDEX INCOME PREMR Fidelity 0 | — | — | — | $110K | 0.7% | |
| VANGUARD SMALL CAP INDEX ADM Vanguard 0 | — | — | — | $90K | 0.6% | |
| VANGUARD HEALTH CARE INDEX ADM Vanguard 0 | — | — | — | $89K | 0.6% | |
| VANGUARD INTERNATIONAL GROWTH ADM Vanguard 0 | — | — | — | $45K | 0.3% | |
| FIDELITY FREDM INDEX 15 PREMR Fidelity 0 | — | — | — | $44K | 0.3% | |
| VANGUARD TOTAL INTL STOCK INDEX ADMIRAL Vanguard 0 | — | — | — | $42K | 0.3% | |
| VANGUARD FINANCIALS INDEX ADM Vanguard 0 | — | — | — | $41K | 0.3% | |
| VANGUARD MID CAP INDEX ADM Vanguard 0 | — | — | — | $36K | 0.2% | |
| VANGUARD ENERGY INDEX ADM Vanguard 0 | — | — | — | $31K | 0.2% | |
| AMERICAN FUNDS NEW WORLD R6 AMERICAN FUNDS 0 | — | — | — | $28K | 0.2% | |
| AMERICAN FUNDS NEW PERSPECTIVE R6 AMERICAN FUNDS 0 | — | — | — | $20K | 0.1% | |
| MASSMUTUAL CORE BOND FUND MassMutual 0 | — | — | — | $20K | 0.1% | |
| VANGUARD PRIME MONEY MARKET INSTL Vanguard 0 | — | — | — | $18K | 0.1% | |
| FRANKLIN SMALL-MID CAP GROWTH R6 Franklin 0 | — | — | — | $17K | 0.1% | |
| AMERICAN FUNDS AMERICAN MUTUAL R6 AMERICAN FUNDS 0 | — | — | — | $17K | 0.1% | |
| VANGUARD MID-CAP VALUE INDEX ADMIRAL Vanguard 0 | — | — | — | $17K | 0.1% | |
| AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS R-6 AMERICAN FUNDS 0 | — | — | — | $16K | 0.1% | |
| VANGUARD UTILITIES INDEX ADM Vanguard 0 | — | — | — | $16K | 0.1% | |
| VANGUARD DEVELOPED MARKETS IDX ADMIRAL Vanguard 0 | — | — | — | $15K | 0.1% | |
| AMERICAN FUNDS GROWTH PORTFOLIO R6 AMERICAN FUNDS 0 | — | — | — | $15K | <0.1% | |
| AMERICAN FUNDS INCOME PORTFOLIO R6 AMERICAN FUNDS 0 | — | — | — | $13K | <0.1% | |
| PRUDENTIAL HIGH-YIELD Z PRUDENTIAL 0 | — | — | — | $10K | <0.1% | |
| AMERICAN BEACON SMALL CP VAL Y AMERICAN FUNDS 0 | — | — | — | $4K | <0.1% | |
| VANGUARD EXPLORER ADM Vanguard 0 | — | — | — | $3K | <0.1% |
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