How big is Sound Security, Inc.'s plan?

Sound Security, Inc.'s plan reported $5.8M in assets and 142 participants for 2023.

Original filing (PDF)20241003122602NAL0005709187001

Sound Security, Inc.

Name: Sound Security, Inc. — Sonitrol Pacific 401(k), Form 5500 (2023)
Creator: Sound Security, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Sonitrol Pacific 401(k) Retirement Plan

401(k) retirement plan · Sound Security, Inc.'s Sonitrol Pacific 401(k) Retirement Plan held $5.8M in plan assets for 142 participants in 2023, with Voya as recordkeeper.

Active participants

142

Accounts w/ balance

143

Plan assets (EOY)

$5.8M

Net assets (EOY)

$5.8M

People on this filing

Mattie Mackenzie signed Sound Security, Inc.'s 2023 Form 5500 as plan administrator.

Mattie Mackenzie — Plan Administrator — Form 5500 signer
LISA Buckner — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Sound Security, Inc.'s EIN is 91-1107170.

EIN 91-1107170

Plan number 001

Plan year 2023

ACK ID 20241003122602NAL0005709187001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Sound Security, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Sound Security, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUND SECURITY, INC..

Finding similar companies…

How this plan invests

This plan

1 pooled trust

Schedule D

34 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

SOUND SECURITY, INC.

EIN

all filings

Address

8220 N INTERSTATE AVENUE · PORTLAND, OR · 97217

Phone

(503) 223-5822

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-03

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)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
VOYA RETIREMENT INSURANCE & ANNUITY	71-0294708	—	RECORDKEEPER	$36K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
LION STREET ADVISORS LLC	80-0946231	—	SERVICE PROVIDER	$0	—

Investments

34 direct securities · 1 pooled fund· $11.6M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$5.8M

1 holding

Pooled Separate Accounts

$5.7M

29 holdings

Common Stocks

$90K

3 holdings

Other securities

$38K

1 holding

Bonds / Notes

$38K

1 holding

					% of plan
VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000	Pooled Separate Account	—	—	$5.8M	98.6%
TRwPr Retirement I 2035 Fd I Pooled Separate Account	Pooled Separate Accounts	—	—	$1.2M	21.2%
TRwPr Retirement I 2030 Fd I Pooled Separate Account	Pooled Separate Accounts	—	—	$833K	14.3%
TRwPr Retirement I 2025 Fd I Pooled Separate Account	Pooled Separate Accounts	—	—	$826K	14.1%
TRwPr Retirement I 2050 Fd I Pooled Separate Account	Pooled Separate Accounts	—	—	$645K	11.0%
TRwPr Retirement I 2015 Fd I Pooled Separate Account	Pooled Separate Accounts	—	—	$489K	8.4%
TRwPr Retirement I 2045 Fd I Pooled Separate Account	Pooled Separate Accounts	—	—	$399K	6.8%
TRwPr Retirement I 2060 Fd I Pooled Separate Account	Pooled Separate Accounts	—	—	$287K	4.9%
TRwPr Retirement I 2020 Fd I Pooled Separate Account	Pooled Separate Accounts	—	—	$261K	4.5%
TRwPr Retirement I 2055 Fd I Pooled Separate Account	Pooled Separate Accounts	—	—	$232K	4.0%
TRwPr Retirement I 2040 Fd I Pooled Separate Account	Pooled Separate Accounts	—	—	$73K	1.3%
Fidelity 500 Index Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$61K	1.0%
Vangrd Small-Cap Index Fnd Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$55K	0.9%
Vangrd Tot Int Stk In F Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$50K	0.9%
Vangrd Tot St Mkt Indx Fd Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$48K	0.8%
Voya Fixed Account (4062) Insurance Company General Account	Common Stocks	—	—	$45K	0.8%
maturing through February 2028	Other securities	—	—	$38K	0.7%
Participant Loans Rates: 3.80% to 6.29%	Bonds / Notes	—	—	$38K	0.7%
Vangrd Dev Mkts Index Fd Adm Registered Investment Company	Common Stocks	—	—	$37K	0.6%
Vangrd Growth Index Fund Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$32K	0.5%
BlkRck High Yield Bnd Port K Pooled Separate Account	Pooled Separate Accounts	—	—	$25K	0.4%
Vangrd Tot Bd Mkt Ind Fd Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$23K	0.4%
Principal Real Estate Sec F R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$20K	0.3%
American Funds New World R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$19K	0.3%
Vangrd Value Index Fund Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$15K	0.3%
Fidelity Adv Balanced Fund Z Pooled Separate Account	Pooled Separate Accounts	—	—	$15K	0.3%
PIMCO Income Fund Ins Pooled Separate Account	Pooled Separate Accounts	—	—	$13K	0.2%
Vangrd Mid-Cap Index Fund Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$13K	0.2%
JPMorgan Core Bond Fund R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$12K	0.2%
DFA Infl-Prot Sec Port Ins Pooled Separate Account	Pooled Separate Accounts	—	—	$9K	0.2%
BlackRock Mid-Cap Grw Eq Por K Registered Investment Company $762 BlkRck Equity Dividend Fnd K Registered Investment Company	Common Stocks	—	—	$8K	0.1%
TRwPr Retirement I 2065 Fd I Pooled Separate Account	Pooled Separate Accounts	—	—	$8K	0.1%
MFS Intl Diversification Fd R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$6K	0.1%
Mass Investors Grw Stk Fnd R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$3K	<0.1%
Vangrd Mid-Cap Vl Indx Fnd Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$1K	<0.1%