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Original filing (PDF)20250904145516NAL0010098467001
SECURUS TECHNOLOGIES, LLC
Form 5500
FILING_RECEIVED
AVENTIV TECHNOLOGIES 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
1,447
Accounts w/ balance
2,121
Plan assets (EOY)
$125.0M
Net assets (EOY)
$125.0M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SECURUS TECHNOLOGIES, LLC.
Plan sponsor
Name
SECURUS TECHNOLOGIES, LLC
EIN
75-2722144
Address
5360 LEGACY DRIVE · PLANO, TX · 75024
Phone
(972) 277-0300
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
2025-09-04
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, 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 | -$16K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGANSTANLEYSMITHBARNEYLLC | 20-8764829 | — | INVESTMENT ADVISOR | $79K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $41K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
32 direct securities· $123.4M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID BLUE CHIP GR Mutual Fund | — | — | — | $28.7M | 23.0% | |
| FID 500 INDEX Mutual Fund | — | — | — | $17.8M | 14.3% | |
| TRP RETIRE 2035 I Mutual Fund | — | — | — | $9.0M | 7.2% | |
| TRP RETIRE 2040 I Mutual Fund | — | — | — | $8.6M | 6.9% | |
| TRP RETIRE 2030 I Mutual Fund | — | — | — | $8.0M | 6.4% | |
| TRP RETIRE 2045 I Mutual Fund | — | — | — | $5.6M | 4.5% | |
| TRP RETIRE 2050 I Mutual Fund | — | — | — | $5.2M | 4.1% | |
| Prudential Guaranteed Income Guaranteed investment contract | — | — | — | $4.2M | 3.3% | |
| TRP RETIRE 2025 I Mutual Fund | — | — | — | $4.2M | 3.3% | |
| JH DSCPL VAL MDCP R4 Mutual Fund | — | — | — | $3.8M | 3.0% | |
| Fidelity Investments Self directed brokerage accounts | — | — | — | $3.6M | 2.9% | |
| TRP RETIRE 2055 I Mutual Fund | — | — | — | $2.7M | 2.2% | |
| FID INTL INDEX Mutual Fund | — | — | — | $2.6M | 2.0% | |
| FID US BOND IDX Mutual Fund | — | — | — | $2.2M | 1.8% | |
| MFS MID CAP GRTH R3 Mutual Fund | — | — | — | $2.2M | 1.8% | |
| UM BEHAVIORAL VAL R6 Mutual Fund | — | — | — | $2.0M | 1.6% | |
| Participant loans Participant loans from participants with interest rates at 5.00% to 8.00% and maturities through April 2034 - | — | — | — | $2.0M | 1.6% | |
| PERF TR TTL RTRN BD Mutual Fund | — | — | — | $1.8M | 1.5% | |
| AS CORE PLUS BOND A Mutual Fund | — | — | — | $1.5M | 1.2% | |
| MFS INTL DIVRSN R3 Mutual Fund | — | — | — | $1.4M | 1.1% | |
| FID EMRG MKTS IDX Mutual Fund | — | — | — | $1.3M | 1.0% | |
| TRP RETIRE 2060 I Mutual Fund | — | — | — | $1.0M | 0.8% | |
| FID MID CAP IDX Mutual Fund | — | — | — | $1.0M | 0.8% | |
| JPM EQUITY INCOME R6 Mutual Fund | — | — | — | $912K | 0.7% | |
| TRP RETIRE 2020 I Mutual Fund | — | — | — | $769K | 0.6% | |
| BARON DISCOVERY INST Mutual Fund | — | — | — | $534K | 0.4% | |
| TRP RETIRE 2015 I Mutual Fund | — | — | — | $300K | 0.2% | |
| TRP RETIRE 2065 I Mutual Fund | — | — | — | $214K | 0.2% | |
| TRP RETIRE 2010 I Mutual Fund | — | — | — | $75K | <0.1% | |
| TRP RETIRE 2005 I Mutual Fund | — | — | — | $54K | <0.1% | |
| FID SM CAP IDX Mutual Fund | — | — | — | $28K | <0.1% | |
| VANG WELLINGTON ADM Mutual Fund | — | — | — | $2K | <0.1% |