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Original filing (PDF)20250819135942NAL0001182579001
ISEC, INC.
Form 5500
FILING_RECEIVED
ISEC, INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 2
26% in single holdingNo recordkeeper disclosed
Active participants
793
Accounts w/ balance
725
Plan assets (EOY)
$118.2M
Net assets (EOY)
$118.2M
How this plan invests
This plan
14 pooled trusts
Schedule D
22 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
87
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "T. Rowe Price Retire 2040 TR A Collective Trust Fund" is 26% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ISEC, INC..
Plan sponsor
Name
ISEC, INC.
EIN
84-0577348
Address
6000 GREENWOOD PLAZA BLVD · SUITE 200 · GREENWOOD VILLAGE, CO · 801114818
Phone
(303) 952-3927
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-19
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CBIZ CPAS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $65K | — |
| IMA WEALTH INC | — | WICHITA, KS | NONE | $50K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $495 | — |
Investments
14 direct securities · 14 pooled funds· $116.6M(99% 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.
Common Collective Trust
$81.5M
14 holdings
Uncategorized
$35.2M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RET BLEND 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6596089 / PN 001 | Common Collective Trust | — | — | $30.6M | 25.9% | |
| T. ROWE PRICE RET BLEND 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-7192509 / PN 001 | Common Collective Trust | — | — | $19.5M | 16.5% | |
| T. ROWE PRICE RET BLEND 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-7192720 / PN 001 | Common Collective Trust | — | — | $15.6M | 13.2% | |
| Vanguard 500 Index Admiral Mutual Fund | — | — | — | $9.8M | 8.3% | |
| Vanguard Fed Money Market Mutual Fund | — | — | — | $5.4M | 4.6% | |
| LARGE CAP GROWTH FUND III GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $5.0M | 4.3% | |
| T. ROWE PRICE RET BLEND 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-7193113 / PN 001 | Common Collective Trust | — | — | $4.6M | 3.9% | |
| T. ROWE PRICE RET BLEND 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6493445 / PN 001 | Common Collective Trust | — | — | $4.2M | 3.5% | |
| Self-directed brokerage accounts Self-Directed Brokerage | — | — | — | $4.0M | 3.4% | |
| American Fund Balanced R6 Mutual Fund | — | — | — | $2.7M | 2.3% | |
| Vanguard Small Cap Val Ind Adm Mutual Fund | — | — | — | $2.1M | 1.7% | |
| Vanguard Inf Protected Sec Mutual Fund | — | — | — | $1.7M | 1.4% | |
| T. Rowe Price QM US SC GR EQ Inv Mutual Fund | — | — | — | $1.7M | 1.4% | |
| Vanguard Mid-Cap Ind Admiral Mutual Fund | — | — | — | $1.6M | 1.3% | |
| American New World R6 Mutual Fund | — | — | — | $1.5M | 1.3% | |
| INTERNATIONAL GROWTH II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $1.4M | 1.2% | |
| Vanguard REIT Index Admiral Mutual Fund | — | — | — | $1.4M | 1.2% | |
| Met West Total Return Bond Pln Mutual Fund | — | — | — | $1.2M | 1.0% | |
| Victory Sycamore EST Value R6 Mutual Fund | — | — | — | $1.1M | 0.9% | |
| Vanguard Equity Income Adm Mutual Fund | — | — | — | $987K | 0.8% | |
| T. ROWE PRICE RET BLEND 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6658064 / PN 001 | Common Collective Trust | — | — | $517K | 0.4% | |
| JPMorgan Government Bond R6 Mutual Fund | — | — | — | $156K | 0.1% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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