Original filing (PDF)20251015155308NAL0005339025001

DESIGNATED DEFENSE SECURITY SE

Name: DESIGNATED DEFENSE SECURITY SE — DESIGNATED DEFENSE SECURITY SE 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: DESIGNATED DEFENSE SECURITY SE

Form 5500

FILING_RECEIVED

DESIGNATED DEFENSE SECURITY SE 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 3

99% in single holding~633 bps in Sched C feesNo recordkeeper disclosed

Active participants

613

Accounts w/ balance

708

Plan assets (EOY)

$101K

Net assets (EOY)

$101K

How this plan invests

This plan

2 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

100

Knocking points off

Top holding "Vanguard VNGRD 500 IDX ADML ** 679 Vanguard VNGRD BL IND ADML" is 99% of plan.
633 bps in Schedule C fees — 300% above peer band of 158 bps.
No recordkeeper disclosed on Schedule C.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DESIGNATED DEFENSE SECURITY SE.

Plan sponsor

Name

DESIGNATED DEFENSE SECURITY SE

EIN

87-2219361

Address

1481 W WARM SPRINGS RD STE 144 · HENDERSON, NV · 890147636

Phone

(725) 225-8011

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

BD & ASSOCIATES CPAS, PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
ERISA FIDUCIARY SERVICES, INC.	47-1637791	HAUPPAUGE, NY	CONTRACT ADMINISTRATOR	$6K	—

Investments

2 direct securities· $98K(98% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Vanguard VNGRD 500 IDX ADML ** 679 Vanguard VNGRD BL IND ADML	—	—	—	$97K	96.7%
	Vanguard VGRD CSMR STP ADM ** 306 Vanguard VNGRD GRO IND ADML	—	—	—	$1K	1.1%