Back to filter
Original filing (PDF)20250707093646NAL0003078721001
SOCURE INC.
Form 5500
FILING_RECEIVED
SOCURE INC. 401(K) PLAN
401(k) retirement plan
Active participants
313
Accounts w/ balance
463
Plan assets (EOY)
$31.2M
Net assets (EOY)
$31.2M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOCURE INC..
Plan sponsor
Name
SOCURE INC.
EIN
90-0888790
Address
885 TAHOE BLVD. SUITE 1 · INCLINE VILLAGE, NV · 89451
Phone
(866) 932-9013
Industry
Professional & Technical Servicessee 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
2025-07-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HALLOWELL 401(K) ASSURANCE, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $17K | — |
Investments
33 direct securities· $30.6M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $4.5M | 14.4% | |
| Fidelity Freedom Index 2055 Fund | — | — | — | $4.4M | 14.2% | |
| Fidelity Freedom Index 2050 Fund | — | — | — | $4.0M | 12.9% | |
| Fidelity Freedom Index 2045 Fund | — | — | — | $2.8M | 9.0% | |
| Fidelity Freedom Index 2040 Fund | — | — | — | $2.5M | 8.1% | |
| Fidelity Freedom Index 2035 Fund | — | — | — | $2.0M | 6.5% | |
| Fidelity Total Market Index Fund | — | — | — | $1.7M | 5.3% | |
| Fidelity Freedom Index 2060 Fund | — | — | — | $1.6M | 5.3% | |
| JPMorgan Large Cap Growth Fund | — | — | — | $1.5M | 4.7% | |
| Dodge & Cox Stock Fund | — | — | — | $734K | 2.4% | |
| Fidelity U.S. Sustainability Index Fund | — | — | — | $598K | 1.9% | |
| Fidelity Mid Cap Index Fund | — | — | — | $520K | 1.7% | |
| Fidelity Total International Index Fund | — | — | — | $454K | 1.5% | |
| Fidelity Small Cap Index Fund | — | — | — | $402K | 1.3% | |
| American Funds New Perspective Fund | — | — | — | $320K | 1.0% | |
| Fidelity Freedom Index 2025 Fund | — | — | — | $272K | 0.9% | |
| Allspring Special Mid Cap Value Fund | — | — | — | $240K | 0.8% | |
| Participant Loans | — | — | — | $227K | 0.7% | |
| The Gabelli U.S. Treasury Money Market Fund | — | — | — | $222K | 0.7% | |
| Cohen & Steers Real Estate Securities Fund, Inc. | — | — | — | $205K | 0.7% | |
| American Funds The Bond Fund of America Fund | — | — | — | $188K | 0.6% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $182K | 0.6% | |
| Fidelity Freedom Index 2065 Fund | — | — | — | $138K | 0.4% | |
| American Funds EuroPacific Growth Fund | — | — | — | $132K | 0.4% | |
| American Funds New World Fund | — | — | — | $131K | 0.4% | |
| JPMorgan Mid Cap Growth Fund | — | — | — | $126K | 0.4% | |
| DFA U.S. Targeted Value Portfolio Fund | — | — | — | $102K | 0.3% | |
| Invesco Gold & Special Minerals Fund | — | — | — | $90K | 0.3% | |
| American Funds Inflation Linked Bond Fund | — | — | — | $86K | 0.3% | |
| BlackRock High Yield Bond Portfolio Fund | — | — | — | $52K | 0.2% | |
| Buffalo Small Cap Fund | — | — | — | $48K | 0.2% | |
| Fidelity Freedom Index 2020 Fund | — | — | — | $34K | 0.1% | |
| Fidelity Freedom Index Income Fund | — | — | — | $12K | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Professional & Technical Services plans
AWARE, INC.
AWARE EMPLOYEE 401(K) SAVINGS PLAN
$31.2M · 66 participants
CHIEF ARCHITECT, INC.
CHIEF ARCHITECT PROFIT SHARING AND RETIREMENT PLAN
$31.1M · 76 participants
MONDAY.COM INC.
MONDAY.COM INC. 401(K) RETIREMENT PLAN AND TRUST
$31.1M · 591 participants
ERP ANALYSTS, INC.
ERP ANALYSTS, INC. 401(K) PROFIT SHARING PLAN & TRUST
$31.2M · 416 participants
FINEOS CORPORATION
FINEOS CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST
$31.3M · 191 participants
EMMA, INC.
MARIGOLD 401(K) PLAN
$31.3M · 345 participants
Large plans in Nevada
GREAT GRAY TRUST COMPANY, LLC
BLACKROCK EQUITY INDEX FUND
$7.0B
GREAT GRAY TRUST COMPANY, LLC
GQG PARTNERS INTERNATIONAL EQUITY CIT
$6.5B
GREAT GRAY TRUST COMPANY, LLC
AB US LARGE CAP GROWTH CIT (W SERIES)
$4.6B
GREAT GRAY TRUST COMPANY, LLC
LARGE CAP VALUE FUND
$3.9B
GREAT GRAY TRUST COMPANY, LLC
LARGE CAP GROWTH FUND III
$3.7B
GREAT GRAY TRUST COMPANY, LLC
AFL-CIO BUILDING INVESTMENT TRUST
$3.5B