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Original filing (PDF)20250923123658NAL0009188034001
SECURITYSCORECARD, INC.
Form 5500
FILING_RECEIVED
SECURITYSCORECARD 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
169
Accounts w/ balance
348
Plan assets (EOY)
$9.5M
Net assets (EOY)
$9.5M
How this plan invests
This plan
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SECURITYSCORECARD, INC..
Plan sponsor
Name
SECURITYSCORECARD, INC.
EIN
46-3593513
Address
1140 AVENUE OF AMERICAS · FLOOR 19 · NEW YORK, NY · 10036
Phone
(800) 682-1707
Industry
Data Processing, Hosting· Information / Tech / Mediasee 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
2025-09-23
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
RUSSON + JOHNSTON CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $544 | — |
Investments
37 direct securities· $9.5M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $1.5M | 16.0% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $1.5M | 16.0% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $1.1M | 11.7% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $795K | 8.3% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $748K | 7.8% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $722K | 7.6% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $470K | 4.9% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $417K | 4.4% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $290K | 3.0% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $273K | 2.9% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $244K | 2.6% | |
| Vanguard Information Tech Index Adm Vanguard 0 | — | — | — | $198K | 2.1% | |
| Vanguard Information Tech Index ETF Vanguard 0 | — | — | — | $183K | 1.9% | |
| Vanguard S-T Infl-Prot Sec Idx Adm Vanguard 0 4 Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $114K | 1.2% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $95K | 1.0% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $93K | 1.0% | |
| Vanguard Dividend Growth Inv Vanguard 0 | — | — | — | $93K | 1.0% | |
| Fidelity Advisor Growth Opp Z Fidelity 0 | — | — | — | $72K | 0.8% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $70K | 0.7% | |
| Vanguard FTSE Social Index Adm Vanguard 0 | — | — | — | $67K | 0.7% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $51K | 0.5% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | — | — | — | $40K | 0.4% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $40K | 0.4% | |
| BlackRock High Yield Portfolio K BlackRock 0 | — | — | — | $29K | 0.3% | |
| Vanguard Energy Index Adm Vanguard 0 | — | — | — | $28K | 0.3% | |
| Vanguard Financials Index Adm Vanguard 0 | — | — | — | $28K | 0.3% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $26K | 0.3% | |
| Cohen & Steers Real Estate Secs Z Cohen & Steers 0 | — | — | — | $25K | 0.3% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $22K | 0.2% | |
| Vanguard Interm-Term Bond Index Adm Vanguard 0 | — | — | — | $15K | 0.2% | |
| JPMorgan International Equity R6 JP Morgan 0 | — | — | — | $15K | 0.2% | |
| Carillon Eagle Mid Cap Growth R6 Carillon 0 | — | — | — | $13K | 0.1% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $10K | 0.1% | |
| DFA US Small Cap Growth Instl DFA 0 | — | — | — | $7K | <0.1% | |
| Vanguard Utilities Index Adm Vanguard 0 | — | — | — | $6K | <0.1% | |
| Vanguard Consumer Staples Index Adm Vanguard 0 | — | — | — | $5K | <0.1% | |
| Vanguard Consumer Discretionary Idx Adm Vanguard 0 | — | — | — | $4K | <0.1% |
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