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Original filing (PDF)20250131125030NAL0001330691001
MILLER SECURITY AND INVESTIGATION
Form 5500
FILING_RECEIVED
MILLER SECURITY & INVESTIGATIONS,INC DBA BOMAR SECURITY & INVESTIGATIONS EMPOYEES SAVINGS TRUSR
401(k) retirement plan
Active participants
14
Accounts w/ balance
0
Plan assets (EOY)
—
Net assets (EOY)
—
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MILLER SECURITY AND INVESTIGATION.
Plan sponsor
Name
MILLER SECURITY AND INVESTIGATION
DBA
BOMAR SECURITY AND INVESTIGATION
EIN
95-3796554
Address
222 CARMEN LN STE 204 · SANTA MARIA, CA · 934587777
Phone
(805) 928-5222
Industry
Admin Support & Waste Mgmtsee 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
2025-01-31
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2E · Profit-sharing
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INC COMP OF AMERICA | — | GREENWOOD, CO | RECORDKEEPER | $426 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD, CO | INVEST MGMT | $49 | — |
Investments
1 pooled fund· $67K
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| FURTURE FUNDS EMPOWER ANNUITY IN COMP OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | $67K | 100.0% |
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