Back to filter
Original filing (PDF)20251014155028NAL0001614995001
SURVEILLANCE SECURITY, INC.
Form 5500
FILING_RECEIVED
THE CONTRACTORS RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 1
85% in single holding
Active participants
76
Accounts w/ balance
105
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
How this plan invests
This plan
1 pooled trust
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Contractors Ret Plan Master Trust 103-12 IE" is 85% of plan.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SURVEILLANCE SECURITY, INC..
Plan sponsor
Name
SURVEILLANCE SECURITY, INC.
EIN
86-0875363
Address
175 S. HAMILTON PL, BLDG 2 · SUITE 102 · GILBERT, AZ · 85233
Phone
(623) 487-6104
Industry
Constructionsee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ERICKSON DEMEL & ASSOCIATES, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
1 direct security · 1 pooled fund· $1.2M(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.
103-12 Investment Entity
$1.0M
1 holding
Uncategorized
$185K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CONTRACTORS RET. PLAN MASTER TRUST FRINGE BENEFIT GROUP, INC. · EIN 74-2485507 / PN 001 | 103-12 Investment Entity | — | — | $1.0M | 84.5% | |
| Participants Notes Receivable with interest rates of 5.25% to 9.50% | — | — | — | $185K | 15.5% |
Related plans
Similar-size Construction plans
S MORGAN CORPORATION
S. MORGAN CORPORATION RETIREMENT PLAN
$1.2M · 15 participants
DERSTINE & DERSTINE CONTRACTORS, LTD
DERSTINE & DERSTINE CONTRACTORS, LTD 401(K) PROFIT SHARING PLAN
$1.2M · 6 participants
GLESSNER PROTECTIVE SERVICES INC.
GLESSNER PROTECTIVE SERVICES INC. 401(K) SALARY SAVINGS PLAN
$1.2M · 24 participants
INTEGRITY GRADING & EXCAVATING, INC.
INTEGRITY GRADING & EXCAVATING, INC. TEAMSTER EMPLOYEES' 401(K) PLAN
$1.2M · 4 participants
SYNERGY CONSTRUCTION CORP.
SYNERGY CONSTRUCTION CORP. PROFIT SHARING PLAN
$1.2M · 2 participants
FRONTIER INDUSTRIAL CORP.
FRONTIER INDUSTRIAL CORP. RETIREMENT PLAN B
$1.2M · 31 participants
Large plans in Arizona
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
$6.0B
BANNER HEALTH
BANNER HEALTH EMPLOYEES 401(K) PLAN
$4.9B · 56,849 participants
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
$3.3B
PINNACLE WEST CAPITAL CORPORATION
PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN
$3.1B · 6,307 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
$2.9B · 5,246 participants