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Original filing (PDF)20250728133530NAL0004880322001
CONSOLIDATED SAFETY SERVICES, INC.
Form 5500
FILING_RECEIVED
CSS-DYNAMAC 401(K) PLAN
401(k) retirement plan
Active participants
320
Accounts w/ balance
383
Plan assets (EOY)
$48.8M
Net assets (EOY)
$48.8M
How this plan invests
This plan
2 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONSOLIDATED SAFETY SERVICES, INC..
Plan sponsor
Name
CONSOLIDATED SAFETY SERVICES, INC.
EIN
54-1480935
Address
2750 PROSPERITY AVE · SUITE 220 · FAIRFAX, VA · 22031
Phone
(703) 877-3338
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
2025-07-28
Pension benefit codes
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $44K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIGNATURE ESTATE & INVEST ADVS LLC | 95-4808910 | — | ADVISOR | $51K | — |
| OSAIC WEALTH INC | 93-0987232 | — | ADVISOR | $40K | — |
Investments
30 direct securities · 2 pooled funds· $48.8M(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
$39.1M
29 holdings
Mutual Funds
$6.8M
1 holding
Common Collective Trust
$2.8M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Fidelity 500 Index | Mutual Funds | — | — | $6.8M | 13.9% | |
| Fidelity Mid Cap Index | — | — | — | $4.1M | 8.5% | |
| American Funds American Funds Target Date 2025 R6 | — | — | — | $3.2M | 6.7% | |
| American Funds American Funds Target Date 2030 R6 | — | — | — | $3.2M | 6.5% | |
| JP Morgan US Equity R6 | — | — | — | $3.2M | 6.5% | |
| American Funds American Funds Target Fund 2020 R6 | — | — | — | $2.8M | 5.7% | |
| American Funds American Funds Target Date 2035 R6 | — | — | — | $2.7M | 5.5% | |
| American Funds American Funds Target Date 2045 R6 | — | — | — | $2.5M | 5.1% | |
| T. Rowe Price T. Rowe Price Value I | — | — | — | $2.4M | 5.0% | |
| Fidelity Small Cap Index | — | — | — | $2.3M | 4.8% | |
| FA STABLE VALUE III FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $2.2M | 4.6% | |
| American Funds American Funds Target Date 2040 R6 | — | — | — | $2.0M | 4.1% | |
| Pioneer Bond Fund Class K | — | — | — | $1.9M | 3.9% | |
| American Funds American Funds Target Date 2055 R6 | — | — | — | $1.6M | 3.4% | |
| American Funds American Funds Target Date 2050 R6 | — | — | — | $1.2M | 2.5% | |
| American Funds American Funds Target Date 2010 R6 | — | — | — | $1.1M | 2.2% | |
| American Funds International Growth Fund | — | — | — | $1.0M | 2.1% | |
| JP Morgan Large Cap Growth Fund | — | — | — | $756K | 1.5% | |
| Fidelity US Bond Index | — | — | — | $685K | 1.4% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $601K | 1.2% | |
| American Funds American Funds Target Date 2060 R6 | — | — | — | $586K | 1.2% | |
| Thornburg Developing World R6 | — | — | — | $348K | 0.7% | |
| Cohen & Steers Cohen & Steers Real Estate Class Z | — | — | — | $346K | 0.7% | |
| BlackRock Floating Rate Income K | — | — | — | $333K | 0.7% | |
| Fidelity International Index | — | — | — | $235K | 0.5% | |
| MFS Mid Cap Growth R6 | — | — | — | $221K | 0.5% | |
| JP Morgan Small Cap Growth R6 | — | — | — | $108K | 0.2% | |
| American Funds American Funds Target Date 2015 R6 | — | — | — | $95K | 0.2% | |
| participant accounts | — | — | — | $85K | 0.2% | |
| AS Spl Mid Cap Value R6 | — | — | — | $59K | 0.1% | |
| American Century American Century Small Cap Value R6 | — | — | — | $46K | <0.1% | |
| PGIM Jennison Natural Resources R6 | — | — | — | $24K | <0.1% |
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