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Original filing (PDF)20251013135638NAL0000680547001
NORTH AMERICAN SECURITY, INC.
Form 5500
FILING_RECEIVED
NORTH AMERICAN SECURITY RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 1
~106 bps in Sched C fees
Active participants
386
Accounts w/ balance
632
Plan assets (EOY)
$5.1M
Net assets (EOY)
$5.1M
How this plan invests
This plan
22 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
- 106 bps in Schedule C fees — 103% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORTH AMERICAN SECURITY, INC..
Plan sponsor
Name
NORTH AMERICAN SECURITY, INC.
EIN
95-4502871
Address
1701 S. KELLY AVE. · EDMOND, OK · 73013
Phone
(405) 726-8642
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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAS PARTNERS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $927 | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOON ADMINISTRATIVE SERVICES, INC | 33-0449333 | AUSTIN, TX | NONE | $24K | — |
| NATIONWIDE | — | COLUMBUS, OH | NONE | $16K | — |
| KESTRA FINANCIAL/NFP ADVISOR SERV I | 74-2794194 | — | NONE | $12K | — |
| NATIONWIDE RETIREMENT PLANS | — | COLUMBUS, OH | NONE | $1K | — |
Investments
22 direct securities· $5.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Blackrock | — | — | — | $1.3M | 24.9% | |
| Blackrock | — | — | — | $940K | 18.4% | |
| Blackrock | — | — | — | $902K | 17.7% | |
| Blackrock | — | — | — | $458K | 9.0% | |
| Blackrock | — | — | — | $448K | 8.8% | |
| Blackrock | — | — | — | $419K | 8.2% | |
| Blackrock | — | — | — | $246K | 4.8% | |
| Participants loan | — | — | — | $135K | 2.6% | |
| Fidelity | — | — | — | $96K | 1.9% | |
| Blackrock | — | — | — | $82K | 1.6% | |
| Fidelity | — | — | — | $24K | 0.5% | |
| Federated Hermes | — | — | — | $19K | 0.4% | |
| Nationwide | — | — | — | $19K | 0.4% | |
| Blackrock | — | — | — | $14K | 0.3% | |
| Vanguard | — | — | — | $9K | 0.2% | |
| Blackrock | — | — | — | $5K | <0.1% | |
| Fidelity | — | — | — | $3K | <0.1% | |
| Vanguard | — | — | — | $3K | <0.1% | |
| Vanguard | — | — | — | $2K | <0.1% | |
| Vanguard | — | — | — | $2K | <0.1% | |
| Fidelity | — | — | — | $1K | <0.1% | |
| Vanguard | — | — | — | $403 | <0.1% |