Stephanie Anderson signed Securus Technologies, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Securus Technologies, LLC's EIN is 75-2722144.
Download the official 2024 Form 5500 (PDF) for Securus Technologies, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Securus Technologies, LLC's plan includes a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA), ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGANSTANLEYSMITHBARNEYLLC | 20-8764829 | — | INVESTMENT ADVISOR | $79K | — |
| STRATEGIC ADVISORS, INC. |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID BLUE CHIP GR Mutual Fund | Mutual Funds | — | — | $28.7M | 23.0% | |
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $17.8M | 14.3% | |
| TRP RETIRE 2035 I Mutual Fund | Other securities | — | — | $9.0M | 7.2% | |
| TRP RETIRE 2040 I Mutual Fund | Other securities | — | — | $8.6M | 6.9% | |
| TRP RETIRE 2030 I Mutual Fund | Other securities | — | — | $8.0M | 6.4% | |
| TRP RETIRE 2045 I Mutual Fund | Other securities | — | — | $5.6M | 4.5% | |
| TRP RETIRE 2050 I Mutual Fund | Other securities | — | — | $5.2M | 4.1% | |
| Prudential Guaranteed Income Guaranteed investment contract | Stable Value | — | — | $4.2M | 3.3% | |
| TRP RETIRE 2025 I Mutual Fund | Other securities | — | — | $4.2M | 3.3% | |
| JH DSCPL VAL MDCP R4 Mutual Fund | Other securities | — | — | $3.8M | 3.0% | |
| Fidelity Investments Self directed brokerage accounts | Self-Directed Brokerage | — | — | $3.6M | 2.9% | |
| TRP RETIRE 2055 I Mutual Fund | Other securities | — | — | $2.7M | 2.2% | |
| FID INTL INDEX Mutual Fund | Mutual Funds | — | — | $2.6M | 2.0% | |
| FID US BOND IDX Mutual Fund | Common Collective Trusts | — | — | $2.2M | 1.8% | |
| MFS MID CAP GRTH R3 Mutual Fund | Mutual Funds | — | — | $2.2M | 1.8% | |
| UM BEHAVIORAL VAL R6 Mutual Fund | Other securities | — | — | $2.0M | 1.6% | |
| Participant loans Participant loans from participants with interest rates at 5.00% to 8.00% and maturities through April 2034 - | Bonds / Notes | — | — | $2.0M | 1.6% | |
| PERF TR TTL RTRN BD Mutual Fund | Other securities | — | — | $1.8M | 1.5% | |
| AS CORE PLUS BOND A Mutual Fund | Other securities | — | — | $1.5M | 1.2% | |
| MFS INTL DIVRSN R3 Mutual Fund | Mutual Funds | — | — | $1.4M | 1.1% | |
| FID EMRG MKTS IDX Mutual Fund | Common Collective Trusts | — | — | $1.3M | 1.0% | |
| TRP RETIRE 2060 I Mutual Fund | Other securities | — | — | $1.0M | 0.8% | |
| FID MID CAP IDX Mutual Fund | Common Collective Trusts | — | — | $1.0M | 0.8% | |
| JPM EQUITY INCOME R6 Mutual Fund | Other securities | — | — | $912K | 0.7% | |
| TRP RETIRE 2020 I Mutual Fund | Other securities | — | — | $769K | 0.6% | |
| BARON DISCOVERY INST Mutual Fund | Other securities | — | — | $534K | 0.4% | |
| TRP RETIRE 2015 I Mutual Fund | Other securities | — | — | $300K | 0.2% | |
| TRP RETIRE 2065 I Mutual Fund | Other securities | — | — | $214K | 0.2% | |
| TRP RETIRE 2010 I Mutual Fund | Other securities | — | — | $75K | <0.1% | |
| TRP RETIRE 2005 I Mutual Fund | Other securities | — | — | $54K | <0.1% | |
| FID SM CAP IDX Mutual Fund | Common Collective Trusts | — | — | $28K | <0.1% | |
| VANG WELLINGTON ADM Mutual Fund | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $41K |
| — |
