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Original filing (PDF)20251015203059NAL0005573505001
ZEUS FIRE AND SECURITY LLC
Form 5500
FILING_RECEIVED
ZEUS FIRE & SECURITY RETIREMENT PLAN
401(k) retirement plan
Active participants
674
Accounts w/ balance
646
Plan assets (EOY)
$24.2M
Net assets (EOY)
$24.2M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 41 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ZEUS FIRE AND SECURITY LLC.
Plan sponsor
Name
ZEUS FIRE AND SECURITY LLC
EIN
87-3948330
Address
45 WEST INDUSTRIAL BOULEVARD · PAOLI, PA · 19301
Phone
(800) 421-6661
Industry
Admin Support & Waste Mgmtsee 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
2025-10-15
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CBIZ CPAS PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $28K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $70K | — |
Investments
28 direct securities · 1 pooled fund· $24.2M(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.
Uncategorized
$24.2M
28 holdings
Common Collective Trust
$5K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Blackrock Lifepath Index 2030 K Mutual fund (1) | — | — | — | $4.1M | 16.8% | |
| Fidelity 500 Index Mutual fund (1) | — | — | — | $3.1M | 12.7% | |
| Blackrock Lifepath Index 2045 K Mutual fund (1) | — | — | — | $3.0M | 12.6% | |
| Blackrock Lifepath Index Retirement K Mutual fund (1) | — | — | — | $2.8M | 11.4% | |
| Blackrock Lifepath Index 2040 K Mutual fund (1) | — | — | — | $1.9M | 8.0% | |
| Blackrock Lifepath Index 2055 K Mutual fund (1) | — | — | — | $1.3M | 5.3% | |
| Blackrock Lifepath Index 2050 K Mutual fund (1) | — | — | — | $1.2M | 5.1% | |
| Blackrock Lifepath Index 2035 K Mutual fund (1) | — | — | — | $1.1M | 4.5% | |
| Vanguard Extended Market Index Admiral Mutual fund (1) | — | — | — | $1.0M | 4.2% | |
| Vanguard Developed Markets Index Admiral Mutual fund (1) | — | — | — | $843K | 3.5% | |
| Blackrock Lifepath Index 2060 K Mutual fund (1) | — | — | — | $523K | 2.2% | |
| Vanguard Emerging Mkts Stock Index Admiral Mutual fund (1) | — | — | — | $414K | 1.7% | |
| Vanguard Total Stock Mkt Index Admiral Mutual fund (1) | — | — | — | $377K | 1.6% | |
| Notes receivable from participants Bearing interest between 3.25% to 10.50% $-0- | — | — | — | $342K | 1.4% | |
| Vanguard Interm-Term Bond Index Admiral Mutual fund (1) | — | — | — | $286K | 1.2% | |
| Vanguard Short-Term Bond Index Admiral Mutual fund (1) | — | — | — | $277K | 1.1% | |
| Vanguard Balanced Index Admiral Mutual fund (1) | — | — | — | $272K | 1.1% | |
| Vanguard Total World Stock Index Admiral Mutual fund (1) | — | — | — | $265K | 1.1% | |
| Vanguard FTSE All-World ex-US Small Cap Index Mutual fund (1) | — | — | — | $235K | 1.0% | |
| Vanguard Total Bond Market Index Adm Mutual fund (1) | — | — | — | $222K | 0.9% | |
| Vanguard Commodity Strategy Admiral Mutual fund (1) | — | — | — | $156K | 0.6% | |
| Blackrock Lifepath Index 2065 K Mutual fund (1) | — | — | — | $133K | 0.6% | |
| Vanguard High-Yield Corporate Adm Mutual fund (1) | — | — | — | $77K | 0.3% | |
| DFA Global Real Estate Securities Mutual fund (1) | — | — | — | $71K | 0.3% | |
| DFA Real Estate Securities I Mutual fund (1) | — | — | — | $66K | 0.3% | |
| Vanguard Federal Money Market Inv Money market fund (1) | — | — | — | $59K | 0.2% | |
| Vanguard Total Intl Stock Index Admiral Mutual fund (1) | — | — | — | $34K | 0.1% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $5K | <0.1% | |
| Vanguard Total Intl Bd Idx Admiral Mutual fund (1) | — | — | — | $2K | <0.1% |
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