Original filing (PDF)20250825125111NAL0003915059001

OVERTON SECURITY SERVICES, INC.

Name: OVERTON SECURITY SERVICES, INC. — OVERTON SECURITY 401(K) PLAN, Form 5500 (2024)
Creator: OVERTON SECURITY SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

OVERTON SECURITY 401(K) PLAN

401(k) retirement plan

Active participants

117

Accounts w/ balance

Plan assets (EOY)

$903K

Net assets (EOY)

$903K

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OVERTON SECURITY SERVICES, INC..

Plan sponsor

Name

OVERTON SECURITY SERVICES, INC.

EIN

94-3322083

Address

5776 STONERIDGE MALL ROAD, STE 226 · PLEASANTON, CA · 94588

Phone

(800) 343-1901

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

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Knocking points off

No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Only 24% as many balances as active participants — suggests many active employees aren't deferring.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.