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Original filing (PDF)20251015165556NAL0005187473001
SECUR-SERV INC.
Form 5500
FILING_RECEIVED
SECUR-SERV 401(K) PLAN
401(k) retirement plan
Active participants
409
Accounts w/ balance
604
Plan assets (EOY)
$68.9M
Net assets (EOY)
$68.9M
How this plan invests
This plan
1 pooled trust
Schedule D
37 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SECUR-SERV INC..
Plan sponsor
Name
SECUR-SERV INC.
EIN
95-2767912
Address
2020 S 156 CIRCLE · OMAHA, NE · 68130
Phone
(800) 722-6876
Industry
All Other Professional Services· 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
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
BDO USA, P. C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $60K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT RETIREMENT SERVICES LLC | — | PASADENA, CA | ACCOUNTANT | $38K | — |
Investments
32 direct securities · 1 pooled fund· $70.7M(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
$60.8M
31 holdings
Common Collective Trust
$7.4M
1 holding
Mutual Funds
$2.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund | — | — | — | $9.1M | 13.1% | |
| GALLIARD STABLE RETURN FUND CLASS Q SEI TRUST COMPANY · EIN 52-2250959 / PN 001 | Common Collective Trust | — | — | $7.4M | 10.7% | |
| Vanguard Growth Index Fund | — | — | — | $5.4M | 7.9% | |
| T. Rowe Price 2035 Retirement CL I | — | — | — | $4.5M | 6.5% | |
| T. Rowe Price 2040 Retirement CL I | — | — | — | $4.1M | 5.9% | |
| T. Rowe Price Mid Cap Growth Fund I | — | — | — | $4.0M | 5.8% | |
| Dodge & Cox Balanced Fund CL I | — | — | — | $3.9M | 5.7% | |
| Pioneer Bond Fund CL Y | — | — | $4.1M | $3.8M | 5.5% | |
| T. Rowe Price 2030 Retirement CL I | — | — | — | $3.3M | 4.8% | |
| American Capital Europacific Growth R6 | Mutual Funds | — | — | $2.6M | 3.7% | |
| JP Morgan Equity Income Fund R6 | — | — | — | $2.0M | 3.0% | |
| Vanguard Mid Cap Index Fund | — | — | — | $2.0M | 3.0% | |
| FIDELITY INTRNTNL INDX INSTL MUTUAL FUNDS | — | — | $1.9M | $1.8M | 2.7% | |
| Fidelity International Index Institutional | — | — | — | $1.8M | 2.7% | |
| PIMCO Income Fund Institutional CL | — | — | — | $1.8M | 2.7% | |
| T. Rowe Price 2025 Retirement CL I | — | — | — | $1.7M | 2.4% | |
| Vanguard Small Cap Index Fund | — | — | — | $1.6M | 2.3% | |
| T. Rowe Price 2050 Retirement CL I | — | — | — | $1.4M | 2.1% | |
| Putnam Small Cap Growth | — | — | — | $1.4M | 2.0% | |
| John Hancock Disciplined Fund | — | — | $777K | $1.1M | 1.7% | |
| Allspring Special Small Cap Fund R6 | — | — | — | $1.0M | 1.5% | |
| T. Rowe Price 2045 Retirement CL I | — | — | — | $964K | 1.4% | |
| Vanguard Value Index Fund ADM | — | — | — | $926K | 1.3% | |
| T. Rowe Price 2055 Retirement CL I | — | — | — | $680K | 1.0% | |
| Participant loans Maturing February 2025 to December 2029 at interest rates ranging from 4.25%-9.50% | — | — | $547K | $547K | 0.8% | |
| Principal Global Investors Real Estate Fund I | — | — | — | $517K | 0.7% | |
| T. Rowe Price 2060 Retirement CL I | — | — | — | $440K | 0.6% | |
| AB Bond Inflation Strategy A | — | — | — | $350K | 0.5% | |
| T. Rowe Price Retirement Balanced CL I | — | — | $172K | $176K | 0.3% | |
| T. Rowe Price 2020 Retirement CL I | — | — | — | $176K | 0.3% | |
| T. Rowe Price 2065 Retirement CL I | — | — | — | $55K | <0.1% | |
| BNY Mellon Global Fixed Income Fund Y | — | — | — | $18K | <0.1% | |
| T. Rowe Price 2010 Retirement CL I | — | — | — | $12K | <0.1% |
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