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Original filing (PDF)20250924081322NAL0006506673001
SECURITY EQUIPMENT INC.
Form 5500
FILING_RECEIVED
S.E.I. 401(K) PLAN
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
195
Accounts w/ balance
212
Plan assets (EOY)
$23.1M
Net assets (EOY)
$23.1M
How this plan invests
This plan
7 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "American Funds AF Target Date 2035 R6" is 26% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SECURITY EQUIPMENT INC..
Plan sponsor
Name
SECURITY EQUIPMENT INC.
EIN
47-0532482
Address
2238 SOUTH 156TH CIRCLE · OMAHA, NE · 68130
Phone
(402) 333-3233
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
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
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FRANKEL, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $37K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $40K | — |
Investments
24 direct securities · 7 pooled funds· $23.3M(100% of reported assets)
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.
Uncategorized
$21.2M
24 holdings
Common Collective Trust
$2.1M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds AF Target Date 2035 R6 | — | — | — | $6.1M | 26.3% | |
| American Funds AF Target Date 2045 R6 | — | — | — | $3.5M | 15.0% | |
| American Funds AF Target Date 2030 R6 | — | — | — | $2.0M | 8.7% | |
| American Funds AF Target Date 2050 R6 | — | — | — | $1.8M | 7.8% | |
| American Funds AF Target Date 2040 R6 | — | — | — | $1.7M | 7.6% | |
| American Funds AF Target Date 2025 R6 | — | — | — | $1.1M | 4.7% | |
| AB US LG CP GR CIT L GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $1.0M | 4.4% | |
| American Funds AF Target Date 2020 R6 | — | — | — | $996K | 4.3% | |
| Fidelity 500 Index Fund | — | — | — | $868K | 3.8% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $804K | 3.5% | |
| American Funds AF Target Date 2055 R6 | — | — | — | $624K | 2.7% | |
| American Funds AF Target Date 2010 R6 | — | — | — | $586K | 2.5% | |
| from participants maturing 2025 to 2037 | — | — | — | $347K | 1.5% | |
| American Funds AF Target Date 2060 R6 | — | — | — | $264K | 1.1% | |
| Fidelity Mid Cap Index Fund | — | — | — | $204K | 0.9% | |
| American Funds AF Target Date 2065 R6 | — | — | — | $201K | 0.9% | |
| Fidelity International Index Fund | — | — | — | $182K | 0.8% | |
| PUTN LG CP VAL TR IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $163K | 0.7% | |
| Putnam Large Cap Value IA Collective Trust | — | — | — | $163K | 0.7% | |
| PIMCO Income Fund Class A | — | — | — | $100K | 0.4% | |
| GG PGIM TOT RET BOND GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $97K | 0.4% | |
| Fidelity Small Cap Index Fund | — | — | — | $85K | 0.4% | |
| American BeacoQ American Beacon Small Cap Value R5 | — | — | — | $74K | 0.3% | |
| John Hancock John Hancock Funds Disciplines Value Mid Cap | — | — | — | $65K | 0.3% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $64K | 0.3% | |
| BR MIDCAP GR EQ L1 GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $59K | 0.3% | |
| American Funds AF Target Date 2015 R6 | — | — | — | $49K | 0.2% | |
| American Funds AF Europacific Growth R6 | — | — | — | $40K | 0.2% | |
| Invesco International Small-Mid Company Fund A | — | — | — | $32K | 0.1% | |
| BR EQUITY INDEX R GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BR US DEBT INDEX R GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $0 | <0.1% |
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