AUMdb

Securiguard, Inc. Retirement Plan And Trust

Sponsored by Securiguard, Inc. · EIN 541189694 · Plan #001

Total assets
$5.1M
Net assets
$5.1M
Active participants
900
With balances
152

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $19,073
Kestra Advisory Services Recordkeeping, Trustee (institutional), Other services $12,484
Adp Broker Dealer Other services, Other fees, Sub-transfer agency fees $0

Filing history

Plan year Assets Participants Source
01/01/2024 $5.1M 900 ack 20260325152041NAL0003830753001
01/01/2020 $6.1M 953 ack 20250206111241NAL0020815728001