Plan Snapshot
- Plan Sponsor: Securitas Security Services Usa, In
- Sponsor EIN: 710912217
- Sponsor Address: 4330 PARK TERRACE DRIVE, WESTLAKE VILLAGE, CA, 913614630
- Plan Type: 401(k)
- Total Participants: 76,740
- Total Assets: $519.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 76,740 | $519.2M | $29.9M | $35.2M |
| 2023 | 77,627 | $466.9M | $31.5M | $34.3M |
| 2022 | 80,688 | $401.7M | $33.2M | $33.0M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | RECORDKEEPER | $1,048,222 | — | $1,048,222 |
| ANGELES INVESTMENT ADVISORS, LLC | CONSULTANT | $103,093 | — | $103,093 |
| PB MARES, LLP | ACCOUNTANT | $90,240 | — | $90,240 |
| NOSSAMAN LLP | OTHER | $41,020 | — | $41,020 |
| FERENCZY LAW | CONSULTANT | $10,442 | — | $10,442 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PB MARES, LLP — ACCOUNTANT
- NOSSAMAN LLP — OTHER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,293,017
- Estimated Expense Ratio: 0.249% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,293,416 | $103,093 | — | — | — |
| 2023 | $822,895 | — | — | $1,600 | — |
| 2022 | $842,889 | — | — | — | — |