Melory Haggard signed Securitymetrics Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Securitymetrics Inc.'s EIN is 87-0670276.
Download the official 2024 Form 5500 (PDF) for Securitymetrics Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Securitymetrics Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE PROFESSIONAL FINANCIAL COMPANY | 47-5077275 | — | INVESTMENT ADVISORY | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DWC ERISA CONSULTANTS, LLC | 26-2091417 | — | TPA | $8K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Transamerica Life Insurance Company Vanguard Target Retirement 2045 | Mutual Funds | — | — | $2.9M | 16.9% | |
| TA BLACKROCK LIFEGOAL INDEX 2045 TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 051 | Pooled Separate Account | — | — | $2.9M | 16.9% | |
| Transamerica Life Insurance Company Vanguard Target Retirement 2050 | Mutual Funds | — | — | $2.2M | 13.2% | |
| TA BLACKROCK LIFEGOAL INDEX 2050 TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 113 | Pooled Separate Account | — | — | $2.2M | 13.2% | |
| TA BLACKROCK LIFEGOAL INDEX 2040 TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 112 | Pooled Separate Account | — | — | $2.2M | 13.0% | |
| Transamerica Life Insurance Company Vanguard Target Retirement 2040 | Mutual Funds | — | — | $2.2M | 13.0% | |
| Transamerica Life Insurance Company Vanguard Target Retirement 2055 | Mutual Funds | — | — | $2.1M | 12.5% | |
| TA BLACKROCK LIFEGOAL INDEX 2055 TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 505 | Pooled Separate Account | — | — | $2.1M | 12.5% | |
| Transamerica Life Insurance Company Vanguard Target Retirement 2030 | Mutual Funds | — | — | $1.8M | 10.7% | |
| TA BLACKROCK LIFEGOAL INDEX 2030 TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 111 | Pooled Separate Account | — | — | $1.8M | 10.7% | |
| STATE STEET PRTN SERIES WITH TA AGG TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 502 | Pooled Separate Account | — | — | $1.5M | 8.7% | |
| Transamerica Life Insurance Company Vanguard Life Strategy Conserv Growth 2 * Transamerica Life Insurance Company Vanguard Life Strategy Growth | Mutual Funds | — | — | $1.5M | 8.7% | |
| Transamerica Life Insurance Company Vanguard Target Retirement 2025 | Mutual Funds | — | — | $1.1M | 6.7% | |
| TA BLACKROCK LIFEGOAL INDEX 2025 TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 049 | Pooled Separate Account | — | — | $1.1M | 6.7% | |
| Transamerica Life Insurance Company Vanguard Target Retirement 2035 | Mutual Funds | — | — | $921K | 5.4% | |
| TA BLACKROCK LIFEGOAL INDEX 2035 TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 050 | Pooled Separate Account | — | — | $921K | 5.4% | |
| Transamerica Life Insurance Company Vanguard Target Retirement 2060 | Mutual Funds | — | — | $872K | 5.2% | |
| TA BLACKROCK LIFEGOAL INDEX 2060 TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 612 | Pooled Separate Account | — | — | $872K | 5.2% | |
| Transamerica Life Insurance Company Vanguard Life Strategy Income | Mutual Funds | — | — | $604K | 3.6% | |
| STATE STEET PRTN SERIES WITH TA CON TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 503 | Pooled Separate Account | — | — | $604K | 3.6% | |
| Participant Loans Interest Rate 6.00% - 9.50% | Bonds / Notes | — | — | $245K | 1.5% | |
| Transamerica Life Insurance Company Transamerica Stable Value Core | Stable Value | — | — | $238K | 1.4% | |
| Transamerica Life Insurance Company Vanguard Life Strategy Mod Growth | Mutual Funds | — | — | $189K | 1.1% | |
| STATE STEET PRTN SERIES WITH TA MOD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 504 | Pooled Separate Account | — | — | $189K | 1.1% | |
| Transamerica Life Insurance Company Transamerica Life Goal Retirement with Blackrock | Common Stocks | — | — | $46K | 0.3% | |
| TA BLACKROCK LIFEGOAL INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 047 | Pooled Separate Account | — | — | $46K | 0.3% | |
| TA LIFESTRATEGY CONSERVATIVE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 501 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA LIFESTRATEGY GROWTH RET OP TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 502 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA LIFESTRATEGY INCOME RET OP TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 503 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA LIFESTRATEGY MODERATE GROW TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 504 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
