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Original filing (PDF)20251126095130NAL0004574657001
INTERFACE SECURITY SYSTEMS, L.L.C.
Form 5500
FILING_RECEIVED
INTERFACE SECURITY SYSTEMS HOLDING, INC. SAVINGS AND INVESTMENT PLAN
401(k) retirement plan
Signals · 1
Late filing · 0.3 mo
Active participants
576
Accounts w/ balance
737
Plan assets (EOY)
$27.7M
Net assets (EOY)
$27.7M
How this plan invests
This plan
2 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
99
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Filed 0.3 months past the 10.5-month grace window.
- 51 bps in Schedule C fees — 76% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERFACE SECURITY SYSTEMS, L.L.C..
Plan sponsor
Name
INTERFACE SECURITY SYSTEMS, L.L.C.
EIN
85-4345756
Address
1844 LACKLAND HILL PARKWAY · ST. LOUIS, MO · 63146
Phone
(314) 595-0100
Industry
Admin Support & Waste Mgmtsee 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
2025-11-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ANDERS MINKLER HUBER & HELM
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $80K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $47K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANDERS MINKLER HUBER & HELM LLP DBA | — | ST LOUIS, MO | AUDITOR | $14K | — |
Investments
23 direct securities · 2 pooled funds· $27.7M(100% 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.
Uncategorized
$24.4M
22 holdings
Common Collective Trust
$2.5M
2 holdings
Mutual Funds
$732K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Mass Mutual MM Select T. Rowe Price Retirement 2040 | — | — | — | $3.1M | 11.2% | |
| Fidelity 500 Index | — | — | — | $3.0M | 10.7% | |
| GALLIARD STABLE RETURN FUND E WELLS FARGO MUTUAL FUNDS · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $2.5M | 9.2% | |
| Fidelity Mid Cap Index | — | — | — | $2.3M | 8.4% | |
| Mass Mutual MM Select T. Rowe Price Retirement 2030 | — | — | — | $2.3M | 8.4% | |
| JP Morgan Large Cap Growth R6 | — | — | — | $2.3M | 8.2% | |
| Mass Mutual MM Select T. Rowe Price Retirement 2050 | — | — | — | $1.5M | 5.6% | |
| Mass Mutual MM Select T. Rowe Price Retirement 2055 | — | — | — | $1.3M | 4.8% | |
| Mass Mutual MM Select T. Rowe Price Retirement 2035 | — | — | — | $1.2M | 4.3% | |
| Mass Mutual MM Select T. Rowe Price Retirement 2025 | — | — | — | $1.2M | 4.3% | |
| Mass Mutual MM Select T. Rowe Price Retirement 2045 | — | — | — | $1.2M | 4.2% | |
| Fidelity Small Cap Index | — | — | — | $898K | 3.2% | |
| American Funds EuroPacific Growth | — | — | — | $875K | 3.2% | |
| American Funds American Mutual R6 | Mutual Funds | — | — | $732K | 2.6% | |
| JP Morgan Core Plus Bond R6 | — | — | — | $718K | 2.6% | |
| maturities) | — | — | — | $580K | 2.1% | |
| Mass Mutual MM Select T. Rowe Price Retirement 2060 | — | — | — | $515K | 1.9% | |
| Mass Mutual MM Select T. Rowe Price Retirement 2020 | — | — | — | $368K | 1.3% | |
| Invesco Real Estate R6 | — | — | — | $341K | 1.2% | |
| Mass Mutual MM Select T. Rowe Price Retirement Balance I | — | — | — | $327K | 1.2% | |
| DFA Emerging Markets I | — | — | — | $231K | 0.8% | |
| DFA US Targeted Value I | — | — | — | $138K | 0.5% | |
| Mass Mutual US Government Money Market Fund | — | — | — | $13K | <0.1% | |
| Principal Small Cap Growth R6 | — | — | — | $3K | <0.1% | |
| GALLIARD STABLE RETURN FUND R WELLS FARGO MUTUAL FUNDS · EIN 90-0342299 / PN 113 | Common Collective Trust | — | — | $0 | <0.1% |
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