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Original filing (PDF)20250908130822NAL0019477265001
TILSON HR, INC.
Form 5500
FILING_RECEIVED
SECURUS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
966
Accounts w/ balance
1,055
Plan assets (EOY)
$52.9M
Net assets (EOY)
$52.9M
How this plan invests
This plan
60 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
- 61 bps in Schedule C fees — 284% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TILSON HR, INC..
Plan sponsor
Name
TILSON HR, INC.
EIN
35-1954179
Address
1530 AMERICAN WAY, SUITE 222 · GREENWOOD, IN · 46147
Phone
(317) 885-3838
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
333
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-08
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
2V · PEO multiple-employer plan
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SLAVIC INTEGRATED ADMINISTRATION | 65-0608221 | — | TPA | $224K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTON LARSEN ALLEN LLP | 41-0746749 | — | AUDITOR | $23K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SLAVIC MUTUAL FUND MANAGEMENT CORP | 59-2749576 | — | INVESTMENT MGMT | $78K | — |
Investments
50 direct securities· $53.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Inst. | — | — | — | $10.8M | 20.5% | |
| Vanguard Federal Money Market | — | — | — | $5.8M | 11.0% | |
| Vanguard Intermediate-Term Bond Index Ad | — | — | — | $5.5M | 10.3% | |
| Vanguard Target Retirement 2040 | — | — | — | $3.9M | 7.5% | |
| Fidelity 500 Index | — | — | — | $3.3M | 6.2% | |
| Vanguard Consumer Staples Index | — | — | — | $2.8M | 5.3% | |
| iShares MSCI EAFE International Index K | — | — | — | $1.9M | 3.7% | |
| Vanguard VTHRX - Vanguard Target Retirement 2030 | — | — | — | $1.9M | 3.7% | |
| Vanguard Target Retirement 2045 | — | — | — | $1.5M | 2.7% | |
| Fidelity Advisor Technology | — | — | — | $1.4M | 2.6% | |
| Vanguard Equity Income Admiral | — | — | — | $1.3M | 2.5% | |
| Vanguard Target Retirement 2020 | — | — | — | $1.2M | 2.3% | |
| Vanguard Target Retirement 2055 | — | — | — | $791K | 1.5% | |
| Vanguard Target Retirement 2050 | — | — | — | $732K | 1.4% | |
| Vanguard Utilities Index Admiral | — | — | — | $657K | 1.2% | |
| Vanguard VTAPX - Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares 127 Vanguard VMRXX - Vanguard Money Mkt Reserve-Prime 0 Vanguard VMMXX - Vanguard Money Market Prime 0 Participant Loans 4.25% - 9.50% | — | — | — | $639K | 1.2% | |
| with Maturities Through October 2038 - | — | — | — | $639K | 1.2% | |
| Victory Nasdaq 100 Index Fund R6 Shares | — | — | — | $631K | 1.2% | |
| Vanguard Target Retirement 2035 | — | — | — | $585K | 1.1% | |
| JPMorgan JDESX - JPMorgan U.S. Research Enhanced Equity F | — | — | — | $580K | 1.1% | |
| Vanguard Total Int'l Stock Index Admiral | — | — | — | $556K | 1.1% | |
| American Funds EuroPacifc R6 | — | — | — | $479K | 0.9% | |
| Vanguard Small Cap Growth Index Adm | — | — | — | $474K | 0.9% | |
| Vanguard Target Retirement 2060 | — | — | — | $458K | 0.9% | |
| BlackRock SHSSX - BlackRock Health Sciences Ops I | — | — | — | $451K | 0.9% | |
| Vanguard VIMAX - Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $376K | 0.7% | |
| JPMorgan Core Plus Bond Fund R6 | — | — | — | $346K | 0.7% | |
| Vanguard Mid Cap Value Index Admiral | — | — | — | $319K | 0.6% | |
| Vanguard Target Retirement 2065 Inv | — | — | — | $292K | 0.6% | |
| Vanguard Emerging Markets Stock Index Ad | — | — | — | $289K | 0.5% | |
| Vanguard Target Retirement 2070 | — | — | — | $271K | 0.5% | |
| Neuberger Berman Mid Cap Growth Fund Cla | — | — | — | $271K | 0.5% | |
| Prudential High Yield Z | — | — | — | $228K | 0.4% | |
| Vanguard Small Cap Index Admiral | — | — | — | $225K | 0.4% | |
| Vanguard VSGDX - Vanguard Short-Term Federal Fund Admiral Shares | — | — | — | $221K | 0.4% | |
| Vanguard Industrial Index Admiral | — | — | — | $187K | 0.4% | |
| Vanguard Target Retirement 2025 | — | — | — | $172K | 0.3% | |
| Vanguard Small Cap Value Index Adm | — | — | — | $167K | 0.3% | |
| Franklin/Templeton FUFRX - Franklin Utilities Fund Class R6 | — | — | — | $151K | 0.3% | |
| Vanguard Total Bond Market Index Admiral | — | — | — | $144K | 0.3% | |
| Vanguard Emerging Markets Bond Fund Adm | — | — | — | $114K | 0.2% | |
| Vanguard Energy Index Admiral | — | — | — | $105K | 0.2% | |
| DFA Inflation Protected SEC Port | — | — | — | $80K | 0.2% | |
| Vanguard Real Estate Index Admiral | — | — | — | $74K | 0.1% | |
| Invesco Oppenheimer Gold & Special Miner | — | — | — | $69K | 0.1% | |
| Vanguard Target Retirement Income | — | — | — | $53K | 0.1% | |
| Fidelity Advisor Materials I | — | — | — | $43K | <0.1% | |
| Victory Short Term Bond Fund R6 Shares | — | — | — | $28K | <0.1% | |
| Vanguard VTSAX - Vanguard Total Stock Market Index Fund Admiral Shares | — | — | — | $9K | <0.1% | |
| Fidelity US Bond Index | — | — | — | $3K | <0.1% |
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