Security Equipment Corporation's EIN is 43-1080928.
Download the official 2024 Form 5500 (PDF) for Security Equipment Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Security Equipment Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | NONE | $18K | — |
| AUSDALE FINANCIAL PARTNERS, INC | 42-1129623 | — | NONE | $17K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $1.2M | 18.7% | |
| Vanguard Growth Index Fund Admiral Shares | Common Collective Trusts | — | — | $800K | 12.0% | |
| Vanguard Utilities Index Fund Admiral Shares 955 Vanguard Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $613K | 9.2% | |
| Vanguard Developed Markets Index Admiral Shares | Mutual Funds | — | — | $399K | 6.0% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $365K | 5.5% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $339K | 5.1% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $321K | 4.8% | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | Common Collective Trusts | — | — | $305K | 4.6% | |
| Vanguard Small Cap Growth Index Admiral Shares | Mutual Funds | — | — | $295K | 4.4% | |
| Vanguard Small Cap Value index Admiral Shares | Mutual Funds | — | — | $278K | 4.2% | |
| Vanguard Mid-Cap Value Index Admiral Shares | Mutual Funds | — | — | $271K | 4.1% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $228K | 3.4% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $222K | 3.3% | |
| American funds New World Fund | Mutual Funds | — | — | $138K | 2.1% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $136K | 2.0% | |
| to 9.5% with various maturities) | Bonds / Notes | — | — | $90K | 1.3% | |
| Invesco Gold & Special Minerals Fund Class R6I 75 Vanguard 500 Index Fund Admiral Shares | Common Collective Trusts | — | — | $86K | 1.3% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $75K | 1.1% | |
| Vanguard Financials Index Fund Admiral Shares | Common Collective Trusts | — | — | $61K | 0.9% | |
| Vanguard Health Care Index Fund Admiral Shares | Common Collective Trusts | — | — | $44K | 0.7% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $41K | 0.6% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $36K | 0.5% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $35K | 0.5% | |
| Vanguard Real Estate Index Fund Admiral Shares | Common Collective Trusts | — | — | $29K | 0.4% | |
| Dimensional Fund Advisors Commodity Strategy Institutional Fund 25 Dimensional Fund Advisors International Small Cap Value Fund | Mutual Funds | — | — | $27K | 0.4% | |
| Vanguard Small Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $11K | 0.2% | |
| Dodge & Cox Stock Fund Class | Mutual Funds | — | — | $8K | 0.1% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares | Common Collective Trusts | — | — | $5K | <0.1% | |
| Vanguard International Value Fund Investor Shares | Mutual Funds | — | — | $5K | <0.1% | |
| Fidelity Investments Small Cap Value Fund - Class A | Mutual Funds | — | — | $4K | <0.1% | |
| Vanguard Explorer Fund Admiral Shares | Mutual Funds | — | — | $4K | <0.1% | |
| and subject to periodic examination by a state or federal agency, that prepared and certified the statements or information regarding assets so held in accordance with 29 CFR 2520.103-5. Our | Other securities | — | — | $3K | <0.1% | |
| Vanguard International Growth Fund Admiral Shares | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity Investments Low-Priced Stock Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity Investments Inflation-Protected Bond Index Fund | Common Collective Trusts | — | — | $1K | <0.1% | |
| Exchange Traded Funds Amplify Enhanced Dividend Income EFT 25 Vanguard Intermediate-Term Bond ETF 705 Vanguard Long-Term ETF | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
