Mike Mentzer signed Security Equipment Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Security Equipment Inc.'s EIN is 47-0532482.
Download the official 2024 Form 5500 (PDF) for Security Equipment Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Security Equipment Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $40K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds AF Target Date 2035 R6 | Mutual Funds | — | — | $6.1M | 26.3% | |
| American Funds AF Target Date 2045 R6 | Mutual Funds | — | — | $3.5M | 15.0% | |
| American Funds AF Target Date 2030 R6 | Mutual Funds | — | — | $2.0M | 8.7% | |
| American Funds AF Target Date 2050 R6 | Mutual Funds | — | — | $1.8M | 7.8% | |
| American Funds AF Target Date 2040 R6 | Mutual Funds | — | — | $1.7M | 7.6% | |
| American Funds AF Target Date 2025 R6 | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $996K | 4.3% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $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 | Mutual Funds | — | — | $624K | 2.7% | |
| American Funds AF Target Date 2010 R6 | Mutual Funds | — | — | $586K | 2.5% | |
| from participants maturing 2025 to 2037 | Other securities | — | — | $347K | 1.5% | |
| American Funds AF Target Date 2060 R6 | Mutual Funds | — | — | $264K | 1.1% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $204K | 0.9% | |
| American Funds AF Target Date 2065 R6 | Mutual Funds | — | — | $201K | 0.9% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $163K | 0.7% | |
| PIMCO Income Fund Class A | Mutual Funds | — | — | $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 | Common Collective Trusts | — | — | $85K | 0.4% | |
| American BeacoQ American Beacon Small Cap Value R5 | Other securities | — | — | $74K | 0.3% | |
| John Hancock John Hancock Funds Disciplines Value Mid Cap | Other securities | — | — | $65K | 0.3% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $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 | Mutual Funds | — | — | $49K | 0.2% | |
| American Funds AF Europacific Growth R6 | Mutual Funds | — | — | $40K | 0.2% | |
| Invesco International Small-Mid Company Fund A | Mutual Funds | — | — | $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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
