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Original filing (PDF)20250930141239NAL0005535155001
CENTER FOR INTERNET SECURITY, INC.
Form 5500
FILING_RECEIVED
CENTER FOR INTERNET SECURITY 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
498
Accounts w/ balance
510
Plan assets (EOY)
$46.9M
Net assets (EOY)
$46.9M
How this plan invests
This plan
19 pooled trusts
Schedule D
47 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 41 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CENTER FOR INTERNET SECURITY, INC..
Plan sponsor
Name
CENTER FOR INTERNET SECURITY, INC.
EIN
52-2278213
Address
31 TECH VALLEY DRIVE · EAST GREENBUSH, NY · 12061
Phone
(518) 266-3460
Industry
Professional & Technical Servicessee 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
2025-09-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BST & CO CPAS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $119K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $73K | — |
| PENSION CONSULTANTS INC | 06-1504963 | — | CONTRACT ADMINISTRATOR | $2K | — |
Investments
28 direct securities · 19 pooled funds· $46.9M(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.
Common Collective Trust
$28.9M
13 holdings
Uncategorized
$8.6M
25 holdings
Pooled Separate Account
$6.1M
6 holdings
Mutual Funds
$2.2M
2 holdings
Guaranteed Income / GIC
$1.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $4.7M | 10.0% | |
| PRIN LIFETIME HYBR 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $4.1M | 8.8% | |
| PRIN LIFETIME HYBR 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $4.0M | 8.6% | |
| PRIN LIFETIME HYBR 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $4.0M | 8.6% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $3.9M | 8.2% | |
| PRIN LIFETIME HYBR 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $3.8M | 8.2% | |
| PRIN LIFETIME HYBR 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $3.3M | 7.0% | |
| Alger Capital App Z Fund | Mutual Funds | — | — | $2.0M | 4.2% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.6M | 3.5% | |
| PRIN LIFETIME HYBR 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $1.5M | 3.3% | |
| Vanguard Group Vanguard Value Index Adm Fund | — | — | — | $1.3M | 2.7% | |
| * Principal Life Insurance Company Guaranteed Option | Guaranteed Income / GIC | — | — | $1.1M | 2.4% | |
| The American Funds Am Fds Grth Fd Of Am R6 Fund | — | — | — | $813K | 1.7% | |
| Fidelity Investments Fidelity Adv Ltd Tm Bond I Fd | — | — | — | $796K | 1.7% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $720K | 1.5% | |
| Vanguard Group Vanguard Sm Cap Val Idx Adm Fd | — | — | — | $696K | 1.5% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $682K | 1.5% | |
| BlackRock Equity Div K Fund | — | — | — | $608K | 1.3% | |
| Participant notes receivable (2) 4.25%-9.50% | — | — | — | $607K | 1.3% | |
| Vanguard Group Vanguard Sm Cap Gr Idx Adm Fd | — | — | — | $576K | 1.2% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $560K | 1.2% | |
| PRIN LIFE TIME HYBR 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $508K | 1.1% | |
| Vanguard Group Vanguard Midcp Grth Idx Adm Fd | — | — | — | $485K | 1.0% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $473K | 1.0% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $442K | 0.9% | |
| The American Funds American Funds Amermut R6 Fd | — | — | — | $412K | 0.9% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $407K | 0.9% | |
| Franklin Templeton Investments Franklin Rising Div R6 Fund | — | — | — | $385K | 0.8% | |
| Goldman Sachs Goldman Sachs Mid Cap Grth R6 Fd | — | — | — | $302K | 0.6% | |
| MFS Investment Management Mfs International Intrinsic Value R6 Fd | — | — | — | $289K | 0.6% | |
| Vanguard Group Vanguard Midcap Val Idx Adm Fd | — | — | — | $256K | 0.5% | |
| s (Continued) MFS Investment Management Mfs Mass Invest Trust R6 Fund | Mutual Funds | — | — | $197K | 0.4% | |
| PRIN BOND MARKET INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $154K | 0.3% | |
| The American Funds Am Fds Fndmtl Inv R6 Fund | — | — | — | $147K | 0.3% | |
| PGIM Investments Pgim Jennison Small Co R6 Fd | — | — | — | $132K | 0.3% | |
| The American Funds Am Fds Newworld R6 | — | — | — | $122K | 0.3% | |
| Eaton Vance Eaton Vance Lg Cap Value I Fd | — | — | — | $105K | 0.2% | |
| Victory Funds Victory Sycamore Est Val R6 Fd | — | — | — | $95K | 0.2% | |
| Neuberger Berman Management Neub Berman Real Estate R6 Fd | — | — | — | $94K | 0.2% | |
| Amana Growth Inst Fd | — | — | — | $88K | 0.2% | |
| The American Funds Am Fds Europacific Grth R6 Fd | — | — | — | $77K | 0.2% | |
| Hartford Mutual Fnds Hartford Bal Income R6 Fund | — | — | — | $65K | 0.1% | |
| American Century Investments Am Cent Inf Adj Bond R5 Fund | — | — | — | $61K | 0.1% | |
| Azzad Wise Capital Fund | — | — | — | $53K | 0.1% | |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL IVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $25K | <0.1% | |
| Amana Income Institutional Fd | — | — | — | $21K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $13K | <0.1% |