How big is Security Industry Specialists, Inc.'s plan?

Security Industry Specialists, Inc.'s plan reported $56.7M in assets and 2,525 participants for 2024.

Original filing (PDF)20251013113818NAL0000554211001

Security Industry Specialists, Inc.

Name: Security Industry Specialists, Inc. — SIS 401(k), Form 5500 (2024)
Creator: Security Industry Specialists, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

SIS 401(k) Plan

401(k) retirement plan · Security Industry Specialists, Inc.'s SIS 401(k) Plan held $56.7M in plan assets for 2,525 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

1 failed disclosureCorrective distributions issued

Active participants

2,525

Accounts w/ balance

2,616

Plan assets (EOY)

$56.7M

Net assets (EOY)

$56.7M

People on this filing

Janet Roman signed Security Industry Specialists, Inc.'s 2024 Form 5500 as plan administrator.

Janet Roman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Security Industry Specialists, Inc.'s EIN is 95-4751935.

EIN 95-4751935

Plan number 001

Plan year 2024

ACK ID 20251013113818NAL0000554211001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Security Industry Specialists, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Security Industry Specialists, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SECURITY INDUSTRY SPECIALISTS, INC..

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How this plan invests

This plan

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Below-average — multiple flags

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

1 Schedule C provider failed to disclose compensation.
Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (12th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (20th percentile).
Bottom-decile employer contributions per participant (4th percentile).

Plan sponsor

Name

SECURITY INDUSTRY SPECIALISTS, INC.

EIN

all filings

Address

6071 BRISTOL PARKWAY · CULVER CITY, CA · 90230

Phone

(310) 215-5100

Industry

Other Services (ex. Public Admin)

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

2025-10-13

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)

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

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$222K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
DIVERSIFY ADVISORY SERVICES LLC	92-0397260	—	CONSULTANT	$80K	—
WEALTHSOURCE MANAGEMENT

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

28 direct securities· $56.7M(100% of reported assets)

Mutual Funds

$46.6M

18 holdings

Common Collective Trusts

$7.3M

5 holdings

Other securities

$2.4M

3 holdings

Common Stocks

$277K

1 holding

U.S. Treasuries

$147K

1 holding

					% of plan
American Funds American Funds 2030 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$7.7M	13.7%
American Funds American Funds 2035 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$5.6M	9.8%
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$4.9M	8.7%
Fidelity Advisor Growth Opportunities Fund - Class Z	Mutual Funds	—	—	$4.2M	7.5%
American Funds American Funds 2055 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$4.1M	7.3%
American Funds American Funds 2025 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$4.1M	7.3%
American Funds American Funds 2050 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$4.1M	7.2%
American Funds American Funds 2045 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$3.1M	5.5%
American Funds American Funds 2040 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$2.8M	5.0%
American Funds American Funds 2060 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$2.6M	4.7%
American Funds American Funds 2020 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$2.0M	3.5%
maturing through November 2031	Other securities	—	—	$1.6M	2.8%
American Funds American Funds American Mutual Fund Class R-6	Mutual Funds	—	—	$1.3M	2.3%
Fidelity Government Money Market Fund Class K6	Mutual Funds	—	—	$1.2M	2.2%
American Funds American Funds 2015 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$1.1M	1.9%
Fidelity Nasdaq Composite Index Fund	Common Collective Trusts	—	—	$769K	1.4%
Fidelity U.S. Bond Index Fund	Common Collective Trusts	—	—	$695K	1.2%
MFS Mid Cap Growth Fund Class R6	Mutual Funds	—	—	$658K	1.2%
American Funds American Funds 2065 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$646K	1.1%
American Funds American Funds 2010 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$557K	1.0%
Vanguard Small Cap Value Index Fund Admiral Shares	Common Collective Trusts	—	—	$539K	1.0%
Columbia Small Cap Growth Fund Institutional 3 Class	Other securities	—	—	$429K	0.8%
Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$369K	0.7%
American Century American Century Mid Cap Value Fund R6 Class	Other securities	—	—	$368K	0.6%
Invesco Global Focus Fund Class R6	Mutual Funds	—	—	$303K	0.5%
MFS International Diversification Fund Class R6	Mutual Funds	—	—	$302K	0.5%
Cohen & Steers Cohen & Steers Real Estate Securities Fund, Inc. Class Z	Common Stocks	—	—	$277K	0.5%
Fidelity Intermediate Treasury Bond Index Fund	U.S. Treasuries	—	—	$147K	0.3%