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Original filing (PDF)20251014142432NAL0006412242001

SECURITAS SECURITY SERVICES USA, IN

Form 5500
FILING_RECEIVED
SECURITAS SECURITY SERVICES USA INCENTIVE SAVINGS AND RETIREMENT PLAN
401(k) retirement plan
Active participants
76,740
Accounts w/ balance
17,094
Plan assets (EOY)
$519.2M
Net assets (EOY)
$519.2M
How this plan invests
This plan
3 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
86
/ 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
65
Vendor stack
100
Participation health
65
Knocking points off
  • 25 bps in Schedule C fees — 315% above peer band of 6 bps.
  • Only 22% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SECURITAS SECURITY SERVICES USA, IN.
Plan sponsor
Name
SECURITAS SECURITY SERVICES USA, IN
EIN
71-0912217
Address
4330 PARK TERRACE DRIVE · WESTLAKE VILLAGE, CA · 913614630
Phone
(818) 706-6800
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
006
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PBMARES, LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

5 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
MERRILL LYNCH, PIERCE, FENNER AND S13-5674085RECORDKEEPER$1.0M
Advisor / Consultant
2
NameEINLocationRelationDirect compIndirect comp
ANGELES INVESTMENT ADVISORS, LLC95-4839031CONSULTANT$103K
FERENCZY LAW82-3582450CONSULTANT$10K
Accountant / Auditor
1
NameEINLocationRelationDirect compIndirect comp
PB MARES, LLP54-0737372ACCOUNTANT$90K
Other
1
NameEINLocationRelationDirect compIndirect comp
NOSSAMAN LLP95-2219542OTHER$41K

Investments

23 direct securities · 3 pooled funds· $519.2M(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
$433.2M
23 holdings
Common Collective Trust
$86.0M
3 holdings
PIInvestmentTypeShares / unitsCostCurrent value% of plan
STATE STREET SP 500 INDEX NL SERIES
STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 306
Common Collective Trust
$56.5M10.9%
American Funds$46.4M8.9%
American Funds$41.3M8.0%
American Funds$39.2M7.6%
American Funds$35.0M6.7%
American Funds$32.1M6.2%
PUTNAM STABLE VALUE FUND CLASS 20
PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202
Common Collective Trust
$29.4M5.7%
American Funds$27.3M5.3%
American Funds$26.1M5.0%
Vanguard$22.5M4.3%
Dodge & Cox$22.5M4.3%
PRIMECAP$21.0M4.1%
Vanguard$20.0M3.8%
Participants$18.7M3.6%
American Funds$18.7M3.6%
American Funds$14.6M2.8%
American Funds$12.4M2.4%
AMG$10.2M2.0%
Vanguard$9.5M1.8%
Vanguard$4.9M0.9%
American Funds$3.9M0.7%
PIMCO$2.5M0.5%
American Funds$1.8M0.3%
American Funds$1.4M0.3%
BlackRock$1.1M0.2%
PUTNAM STABLE VALUE FUND CLASS 35
PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202
Common Collective Trust
$115K<0.1%