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Original filing (PDF)20251003103532NAL0001247697001
BH SECURITY, LLC
Form 5500
FILING_RECEIVED
BH SECURITY, LLC 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 2
28% in single holdingNo recordkeeper disclosed
Active participants
1,273
Accounts w/ balance
932
Plan assets (EOY)
$57.5M
Net assets (EOY)
$57.5M
How this plan invests
This plan
14 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)
95
/ 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
86
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Fidelity 500 Index" is 28% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BH SECURITY, LLC.
Plan sponsor
Name
BH SECURITY, LLC
EIN
74-2719343
Address
1990 WITTINGTON PLACE · FARMERS BRANCH, TX · 75234
Phone
(972) 243-7443
Industry
Information / Tech / Mediasee 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
2025-10-03
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DANCE, BIGELOW, & CO., PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $103K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $7 | — |
Investments
19 direct securities · 14 pooled funds· $61.7M(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
$47.3M
19 holdings
Common Collective Trust
$14.4M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $16.1M | 28.0% | |
| JP Morgan Large Cap Growth R6 | — | — | — | $9.4M | 16.4% | |
| SCHWAB INST LRG CAP VAL TR FUND CHARLES SCHWAB TRUST BANK · EIN 81-0625170 / PN 001 | Common Collective Trust | — | — | $4.2M | 7.3% | |
| Schwab Institutional LGCAP TR FD Sel | — | — | — | $4.2M | 7.3% | |
| Gabelli US treasury | — | — | — | $3.2M | 5.5% | |
| Fidelity Total Intern Index | — | — | — | $2.8M | 4.9% | |
| Vanguard Explorer Admiral Shrs | — | — | — | $2.6M | 4.6% | |
| SCHWAB MANAGED RET TRUST FUND 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 003 | Common Collective Trust | — | — | $2.6M | 4.5% | |
| Artisan International Fund | — | — | — | $1.9M | 3.3% | |
| SCHWAB MANAGED RET TRUST FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 004 | Common Collective Trust | — | — | $1.9M | 3.3% | |
| American Beacon Scap Val R5 | — | — | — | $1.6M | 2.7% | |
| SCHWAB MANAGED RET TRUST FUND 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 009 | Common Collective Trust | — | — | $1.5M | 2.5% | |
| SCHWAB MANAGED RET TRUST FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 010 | Common Collective Trust | — | — | $1.1M | 1.9% | |
| Dodge & Cox Income X | — | — | — | $951K | 1.7% | |
| Fidelity Extended Market Index | — | — | — | $940K | 1.6% | |
| SCHWAB MANAGED RET TRUST FUND 2025 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 007 | Common Collective Trust | — | — | $851K | 1.5% | |
| SCHWAB MANAGED RET TRUST FUND 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 008 | Common Collective Trust | — | — | $787K | 1.4% | |
| PIMCO High Yield Fund | — | — | — | $763K | 1.3% | |
| Participant Loans | — | — | — | $687K | 1.2% | |
| SCHWAB MANAGED RET TRUST FUND 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 002 | Common Collective Trust | — | — | $679K | 1.2% | |
| Vanguard Inflation Protect Adm | — | — | — | $606K | 1.1% | |
| DFA Global Real Estate Sec | — | — | — | $506K | 0.9% | |
| Charles Schwab PCRA | — | — | — | $407K | 0.7% | |
| Fidelity Short Term BD Index | — | — | — | $321K | 0.6% | |
| Fidelity US Bond Index | — | — | — | $295K | 0.5% | |
| SCHWAB MANAGED RET TRUST FUND 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 020 | Common Collective Trust | — | — | $266K | 0.5% | |
| SCHWAB MANAGED RET TRUST FUND 2010 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 001 | Common Collective Trust | — | — | $224K | 0.4% | |
| SCHWAB MANAGED RET TR FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 022 | Common Collective Trust | — | — | $204K | 0.4% | |
| SCHWAB MANAGED RET TR FUND 2065 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 024 | Common Collective Trust | — | — | $83K | 0.1% | |
| Vanguard Total Intl BD IDX ADM | — | — | — | $80K | 0.1% | |
| SCHWAB MANAGED RET TRUST FD-INCOME CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 005 | Common Collective Trust | — | — | $74K | 0.1% | |
| SCHWAB MANAGED RET TRUST FUND 2015 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 006 | Common Collective Trust | — | — | $44K | <0.1% | |
| Metropolitan West Total Return Bond I | — | — | — | $2K | <0.1% |
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