Emily Williams signed 3SI Security Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
3SI Security Systems, Inc.'s EIN is 37-1434250.
Download the official 2024 Form 5500 (PDF) for 3SI Security Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)3SI Security Systems, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund N/R | Common Collective Trusts | — | — | $5.1M | 21.2% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $3.7M | 15.2% | |
| AB US LG CP GTH CIT W SER CT ALLIANCEBERNSTEIN LP · EIN 04-6948485 / PN 001 | Common Collective Trust | — | — | $3.0M | 12.4% | |
| Alliance Bernstein AB US Large Cap Growth CIT W Series Class N/R | Common Collective Trusts | — | — | $3.0M | 12.4% | |
| Fidelity Extended Market Index Fund N/R | Common Collective Trusts | — | — | $2.1M | 8.8% | |
| Vanguard Target Retirement 2055 Fund N/R | Mutual Funds | — | — | $1.5M | 6.1% | |
| Vanguard Target Retirement 2030 Fund N/R | Mutual Funds | — | — | $1.2M | 4.8% | |
| John Hancock John Hancock Bond Fund Class R6 N/R | Mutual Funds | — | — | $1.1M | 4.5% | |
| Vanguard Target Retirement 2045 Fund N/R | Mutual Funds | — | — | $1.1M | 4.4% | |
| Fund Vanguard International Growth Admiral Fund N/R | Mutual Funds | — | — | $952K | 3.9% | |
| Hartford Dividend & Growth Fund N/R | Other securities | — | — | $894K | 3.7% | |
| Vanguard Target Retirement 2025 Fund N/R | Mutual Funds | — | — | $746K | 3.1% | |
| Vanguard Target Retirement 2035 Fund N/R | Mutual Funds | — | — | $605K | 2.5% | |
| Vanguard Target Retirement 2040 Fund N/R | Mutual Funds | — | — | $506K | 2.1% | |
| Vanguard Target Retirement 2060 Fund N/R | Mutual Funds | — | — | $367K | 1.5% | |
| Vanguard Target Retirement 2050 Fund N/R | Mutual Funds | — | — | $283K | 1.2% | |
| Fidelity Total International Index Fund N/R | Common Collective Trusts | — | — | $200K | 0.8% | |
| Fidelity US Bond Index Fund N/R | Common Collective Trusts | — | — | $184K | 0.8% | |
| Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $183K | 0.8% | |
| Principal Real Estate Securities Fund N/R | Other securities | — | — | $149K | 0.6% | |
| Vanguard Target Retirement 2020 Fund N/R | Mutual Funds | — | — | $131K | 0.5% | |
| (E) | Other securities | — | — | $97K | 0.4% | |
| Vanguard Target Retirement 2065 Fund N/R | Mutual Funds | — | — | $97K | 0.4% | |
| Vanguard Target Retirement Income Investment N/R | Mutual Funds | — | — | $53K | 0.2% | |
| MFS MID CAP GROWTH FD CL CT GREAT GRAY TRUST COMPANY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $51K | 0.2% | |
| Vaughan Nelson/H&W Vaughan Nelson H&W Smallcap Value 2 R6 N/R | Other securities | — | — | $30K | 0.1% | |
| MFS MID CAP VALUE FD CL CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $11K | <0.1% |
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 |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | 34-1542819 | — | INVESTMENT ADVISORY | $13K | — |
| CAPFINANCIAL PARTNERS | 26-0058143 | — | INVESTMENT ADVISORY | $9K | — |
