Mark Lane signed ISEC, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ISEC, Inc.'s EIN is 84-0577348.
Download the official 2024 Form 5500 (PDF) for ISEC, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ISEC, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $65K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IMA WEALTH INC | — | WICHITA, KS | NONE | $50K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE |
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.
| PI | % 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 | Common Collective Trusts | — | — | $9.8M | 8.3% | |
| Vanguard Fed Money Market Mutual Fund | Mutual Funds | — | — | $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 | Self-Directed Brokerage | — | — | $4.0M | 3.4% | |
| American Fund Balanced R6 Mutual Fund | Other securities | — | — | $2.7M | 2.3% | |
| Vanguard Small Cap Val Ind Adm Mutual Fund | Mutual Funds | — | — | $2.1M | 1.7% | |
| Vanguard Inf Protected Sec Mutual Fund | Mutual Funds | — | — | $1.7M | 1.4% | |
| T. Rowe Price QM US SC GR EQ Inv Mutual Fund | Other securities | — | — | $1.7M | 1.4% | |
| Vanguard Mid-Cap Ind Admiral Mutual Fund | Mutual Funds | — | — | $1.6M | 1.3% | |
| American New World R6 Mutual Fund | Other securities | — | — | $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 | Mutual Funds | — | — | $1.4M | 1.2% | |
| Met West Total Return Bond Pln Mutual Fund | Other securities | — | — | $1.2M | 1.0% | |
| Victory Sycamore EST Value R6 Mutual Fund | Other securities | — | — | $1.1M | 0.9% | |
| Vanguard Equity Income Adm Mutual Fund | Mutual Funds | — | — | $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 | U.S. Treasuries | — | — | $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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $495 |
| — |
