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Original filing (PDF)20260113081500NAL0015622480001
OPSEC SECURITY, INC.
Form 5500
FILING_RECEIVED
OPSEC SECURITY, INC. GROUP MEDICAL PLAN
Health & welfare plan
Signals · 2
100% in single holding~341 bps in Sched C fees
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$474K
Net assets (EOY)
$397K
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
90
Knocking points off
- Top holding "Money Market Fund * Wilmington Funds Wilmington U.S. Govt Money Market Class Institutional" is 100% of plan.
- 341 bps in Schedule C fees — 116% above peer band of 158 bps.
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OPSEC SECURITY, INC..
Plan sponsor
Name
OPSEC SECURITY, INC.
EIN
84-1458633
Address
1857 COLONIAL VILLAGE LANE · LANCASTER, PA · 176050155
Phone
(717) 293-4110
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
503
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2026-01-13
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
RKL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsBroker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCCONKEY BENEFITS & FINANCIAL SERV | 23-3086396 | — | BROKER | $52K | — |
| THE BENECON GROUP LLC | 23-1315351 | — | BROKER | $2K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFITMALL | — | TOWSON, MD | ADMIN | $14K | — |
| HIGHMARK | 23-1294723 | — | ADMIN | -$51K | — |
Investments
1 direct security· $472K(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Money Market Fund * Wilmington Funds Wilmington U.S. Govt Money Market Class Institutional | — | — | $472K | $472K | 99.7% |
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