Back to filter
Original filing (PDF)20250919171043NAL0005803170001
SECURITY CONTRACTOR SERVICES, INC.
Form 5500
FILING_RECEIVED
SECURITY CONTRACTOR SERVICES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
~96 bps in Sched C fees
Active participants
233
Accounts w/ balance
213
Plan assets (EOY)
$5.8M
Net assets (EOY)
$5.8M
How this plan invests
This plan
7 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 96 bps in Schedule C fees — 84% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SECURITY CONTRACTOR SERVICES, INC..
Plan sponsor
Name
SECURITY CONTRACTOR SERVICES, INC.
EIN
94-1552441
Address
5339 JACKSON STREET · NORTH HIGHLANDS, CA · 95660
Phone
(916) 338-4200
Industry
Wholesale Tradesee 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
2025-09-19
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)
2A · Age/service weighted or new comparability
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $29K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $26K | — |
Investments
20 direct securities · 7 pooled funds· $6.0M(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
$5.2M
20 holdings
Common Collective Trust
$746K
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FDM IDX 2025 PRM | — | 70,577.999 | $1.4M | $1.3M | 22.8% | |
| FID FDM IDX 2035 PRM | — | 41,890.33 | $1.0M | $977K | 17.0% | |
| FID FDM IDX 2045 PRM | — | 27,723.985 | $742K | $719K | 12.5% | |
| FID FDM IDX 2030 PRM | — | 26,955.153 | $569K | $543K | 9.4% | |
| FID FDM IDX 2040 PRM | — | 16,923.042 | $431K | $416K | 7.2% | |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | 470.955 | $286K | $303K | 5.3% | |
| BLKRK EQUITY INDEX GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802168 / PN 001 | Common Collective Trust | 300.393 | $190K | $250K | 4.3% | |
| OUTSTANDING LOAN BALANCE | — | — | — | $200K | 3.5% | |
| maturing through November 2029 | — | — | $0 | $200K | 3.5% | |
| FID FDM IDX 2050 PRM | — | 7,627.489 | $204K | $198K | 3.4% | |
| FID FDM IDX 2015 PRM | — | 12,982.337 | $196K | $185K | 3.2% | |
| FID FDM IDX 2010 PRM | — | 12,576.52 | $170K | $161K | 2.8% | |
| FID FDM IDX 2055 PRM | — | 4,369.112 | $96K | $93K | 1.6% | |
| FID FDM IDX 2020 PRM | — | 4,402.057 | $74K | $69K | 1.2% | |
| FID FDM IDX 2065 PRM | — | 4,696.549 | $71K | $69K | 1.2% | |
| GG LRG CAP GR IV R1 GREAT GRAY TRUST COMPANY, LLC. · EIN 38-7289851 / PN 001 | Common Collective Trust | 3,067.343 | $43K | $57K | 1.0% | |
| SMALL CAP VAL III R1 GREAT GRAY TRUST COMPANY, LLC. · EIN 38-7289846 / PN 001 | Common Collective Trust | 3,467.173 | $42K | $53K | 0.9% | |
| BR US DEBT INDEX GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | 192.818 | $32K | $33K | 0.6% | |
| BR EAFE EQUITY INDEX GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | 217.559 | $28K | $30K | 0.5% | |
| MFS INTL DIVRSN R6 | — | 1,256.556 | $30K | $29K | 0.5% | |
| FID FDM IDX 2060 PRM | — | 1,217.612 | $23K | $22K | 0.4% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | 895.685 | $16K | $19K | 0.3% | |
| JPM SM CAP GROWTH R6 | — | 611.701 | $15K | $14K | 0.2% | |
| COL STRAT INCOME I3 | — | 172.942 | $4K | $4K | <0.1% | |
| FID MID CAP IDX | — | 108.122 | $4K | $4K | <0.1% | |
| FID FDM IDX 2070 PRM | — | 106.288 | $1K | $1K | <0.1% | |
| FID FDM IDX INC PRM | — | 6.394 | $76 | $75 | <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 Wholesale Trade plans
PESCO INC.
PESCO INC. PROFIT SHARING PLAN
$5.8M · 7 participants
INFINITE CREATIVE ENTERPRISES, INC.
INFINITE CREATIVE ENTERPRISES, INC. 401(K) RETIREMENT PLAN
$5.8M · 103 participants
MORELLI'S DISTRIBUTING, INC.
MORELLI'S DISTRIBUTING, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$5.8M · 36 participants
A. AABACO PLASTICS, INC.
AABACO PLASTICS, INC. PROFIT SHARING PLAN
$5.8M · 8 participants
ANDWIN CORPORATION
ANDWIN CORPORATION 401K PLAN
$5.8M · 64 participants
A&C TRADE CONSULTANTS, INC.
A&C TRADE CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN
$5.8M · 13 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B