Jessica Klotz signed Metropolitan Security Services, Inc. DBA Walden Security's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Metropolitan Security Services, Inc. DBA Walden Security's EIN is 62-1448519.
Download the official 2024 Form 5500 (PDF) for Metropolitan Security Services, Inc. DBA Walden Security from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Metropolitan Security Services, Inc. DBA Walden Security's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $300K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES, LLC | — | AUSTIN, TX | BROKER/DEALER | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PIMCO REALPATH BLEND 2030 COLLECTIV SEI INVESTMENTS DISTRIBUTION CO, · EIN 27-0834899 / PN 035 | Common Collective Trust | — | — | $55.0M | 27.1% | |
| PIMCO REALPTH Bl Inc Coll Tr P CIT | Common Collective Trusts | — | — | $49.5M | 24.4% | |
| PIMCO REALPATH BLEND INCOME COLLECT SEI INVESTMENTS DISTRIBUTION CO, · EIN 27-0834899 / PN 035 | Common Collective Trust | — | — | $49.5M | 24.4% | |
| FIDELITY 500 Index Fund | Common Collective Trusts | — | — | $18.0M | 8.9% | |
| PIMCO REALPATH BLEND 2060 COLLECTIV SEI INVESTMENTS DISTRIBUTION CO, · EIN 27-0834899 / PN 035 | Common Collective Trust | — | — | $14.7M | 7.3% | |
| PIMCO REALPATH BLEND 2025 COLLECTIV SEI INVESTMENTS DISTRIBUTION CO, · EIN 27-0834899 / PN 035 | Common Collective Trust | — | — | $13.1M | 6.5% | |
| JP Morgan JPMorgan Lrg Cp Growth Fnd R6 | Other securities | — | — | $11.9M | 5.9% | |
| PIMCO REALPATH BLEND 2035 COLLECTIV SEI INVESTMENTS DISTRIBUTION CO, · EIN 27-0834899 / PN 035 | Common Collective Trust | — | — | $8.8M | 4.4% | |
| PIMCO REALPATH BLEND 2040 COLLECTIV SEI INVESTMENTS DISTRIBUTION CO, · EIN 27-0834899 / PN 035 | Common Collective Trust | — | — | $5.1M | 2.5% | |
| Loan Amount Participant Loans - Rates 3.25% to 9.50% | Bonds / Notes | — | — | $3.3M | 1.6% | |
| Putnam Lrg Cp Val Fd - Cl R6 | Mutual Funds | — | — | $2.8M | 1.4% | |
| Stable Value Stable Value Option | Stable Value | — | — | $2.6M | 1.3% | |
| PIMCO REALPATH BLEND 2050 COLLECTIV SEI INVESTMENTS DISTRIBUTION CO, · EIN 27-0834899 / PN 035 | Common Collective Trust | — | — | $2.1M | 1.0% | |
| Fidelity Sm Cp Ind Fund | Mutual Funds | — | — | $2.1M | 1.0% | |
| Fidelity Mid Cap Index Fd | Mutual Funds | — | — | $1.8M | 0.9% | |
| Invesco Equally-Weighted S&P500 F R6 | Mutual Funds | — | — | $1.4M | 0.7% | |
| PIMCO REALPATH BLEND 2045 COLLECTIV SEI INVESTMENTS DISTRIBUTION CO, · EIN 27-0834899 / PN 035 | Common Collective Trust | — | — | $1.4M | 0.7% | |
| Fidelity International Idx Fd | Common Collective Trusts | — | — | $1.3M | 0.6% | |
| PIMCO REALPATH BLEND 2055 COLLECTIV SEI INVESTMENTS DISTRIBUTION CO, · EIN 27-0834899 / PN 035 | Common Collective Trust | — | — | $1.3M | 0.6% | |
| PIMCO REALPTH Bl Comp Coll Tr P CIT | Common Collective Trusts | — | — | $1.2M | 0.6% | |
| PIMCO REALPATH BLEND COMPLETION COL SEI INVESTMENTS DISTRIBUTION CO, · EIN 27-0834899 / PN 035 | Common Collective Trust | — | — | $1.2M | 0.6% | |
| Fidelity Adv Mid Cap Value Fund Z | Mutual Funds | — | — | $985K | 0.5% | |
| Vangrd ShtTrmInfProtSecIndAdm Registered Investment Company | Common Stocks | — | — | $630K | 0.3% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company 235 * Voya Intermediate Bond Fund R6 Registered Investment Company | Common Stocks | — | — | $551K | 0.3% | |
| Virtus KAR MidCap Core Fund R6 | Other securities | — | — | $444K | 0.2% | |
| Neuberger Berman Core Bond Fund R6 | Other securities | — | — | $443K | 0.2% | |
| American Funds Amer Cent Small Cap Growth Fund R6 | Mutual Funds | — | — | $432K | 0.2% | |
| American Funds American Funds US Govmt Sec R6 | Mutual Funds | — | — | $413K | 0.2% | |
| PIMCO REALPATH BLEND 2065 COLLECTIV SEI FUNDS · EIN 92-1459838 / PN 035 | Common Collective Trust | — | — | $335K | 0.2% | |
| DFA U.S DFA Emerging Mkts Core Eq 2-Inst | Mutual Funds | — | — | $209K | 0.1% | |
| CONTRACTORS RET PLAN MASTER TRUST FRINGE BENEFIT GROUP, INC. · EIN 74-2124394 / PN 001 | 103-12 Investment Entity | — | — | $0 | <0.1% |
