Filings through Sep 24, 2026.

Retirement plan

Per Mar Security and Research Corp. 401(k) Plan

Name: PER MAR SECURITY & RESEARCH CORPORATION - PER MAR SECURITY AND RESEARCH CORP. 401(K) PLAN (2024) Form 5500
Creator: PER MAR SECURITY & RESEARCH CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PER MAR SECURITY AND RESEARCH CORP. 401(K) PLAN, PER MAR SECURITY & RESEARCH CORPORATION

Per Mar Security & Research CorporationEIN 42-0818682Plan #001PY 2024

1910 EAST KIMBERLY ROAD - DAVENPORT, IA 52807563-359-3200permarsecurity.comLinkedIn1001-5000 employeessecurity and investigations

Prospect flagsLow participationPossible retail share class: $15.4MFew collective trustsFund lineup: 19 funds, $36.9M

Top hat statement on fileNQDC

Filed September 20, 2013

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$36.8M

+17.1% from 2023

Total participants

2,776

+13.8% from 2023

Average account balance

$61,523

+5.6% from 2023

Annual return

15.92%

+0.52 pp from 2023

Benchmarks

See 388 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort388 peers

Snapshot2024

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Analytics

See the 10-year trajectory with Solo.

Service providers

Top 1 by compensation

Provider	Service type	Compensation
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085	Recordkeeping	$7,811

Fund lineup

CSV with Pro

19 funds of $250K or more; 20 lines in all, holding $36.9M of the plan's $36.8M. From the 2024 filing. Recordkeeper: Bank of America (Merrill).

In collective trusts0%median 0% for plans of $5M to $50M (35,181 plans)

In index funds52%median 21% for plans of $5M to $50M (35,181 plans)

In the main target-date series0%median 36% for plans of $5M to $50M (35,181 plans)

Employer stockNo

Fund	Manager	Vehicle	Dollars	% of funds%
iShares MSCI EAFE International Index Fund BlackRock · ETF Index	BlackRock	ETF	$7.0M	19.1%
Ishares S&P 500 Index A BlackRock · ETF Index	BlackRock	ETF	$5.5M	14.8%
Nationwide Bond Index Fund Nationwide · Mutual fund Index	Nationwide	Mutual fund	$3.9M	10.7%
Nuveen Strategic Income Fund Class A TIAA (Nuveen) · Mutual fund Possible retail class A	TIAA (Nuveen)	Mutual fund	$3.0M	8.1%
Massachusetts Investors Growth Stock Fund MFS (Sun Life) · Mutual fund	MFS (Sun Life)	Mutual fund	$2.4M	6.6%
BNY Mellon Dynamic Value Fund Class A BNY · Mutual fund Possible retail class A	BNY	Mutual fund	$2.2M	6.0%
Invesco Stable Value Retirement Fund Class I Invesco · Insurance contract	Invesco	Insurance contract	$1.7M	4.6%
Columbia Mid Cap Index Fund Class A Ameriprise (Columbia Threadneedle) · Mutual fund IndexPossible retail class A	Ameriprise (Columbia Threadneedle)	Mutual fund	$1.6M	4.3%
Fidelity Advantage Value Strategies Fund Fidelity (FMR) · Mutual fund	Fidelity (FMR)	Mutual fund	$1.5M	4.0%
Inflation-Adjusted Bond Fund A Class American Century · Mutual fund Possible retail class A	American Century	Mutual fund	$1.4M	3.9%

See the other 10 lines in this lineup with Solo.

Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$39K

$15 / participant

Recordkeeping$8K19.8%
Other / not subdivided$32K80.2%

% of EOY assets

0.107%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: ANDERSON LOWER WHITLOW PC
Auditor EIN: 421394940
Audit fees: (not subdivided)
Opinion code: Unqualified

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Provider

Service type

Compensation

MERRILL LYNCH PIERCE FENNER & SMITH10+ years

Filed as: MERRILL LYNCH, PIERCE, FENNER AND S

Service code 15 · EIN 13-5674085

Recordkeeping

$7,811

Fund

Dollars

% of funds%

iShares MSCI EAFE International Index Fund

BlackRock · ETF

Index

$7.0M

19.1%

Ishares S&P 500 Index A

BlackRock · ETF

Index

$5.5M

14.8%

Nationwide Bond Index Fund

Nationwide · Mutual fund

Index

$3.9M

10.7%

Nuveen Strategic Income Fund Class A

TIAA (Nuveen) · Mutual fund

Possible retail class A

$3.0M

8.1%

Massachusetts Investors Growth Stock Fund

MFS (Sun Life) · Mutual fund

$2.4M

6.6%

BNY Mellon Dynamic Value Fund Class A

BNY · Mutual fund

Possible retail class A

$2.2M

6.0%

Invesco Stable Value Retirement Fund Class I

Invesco · Insurance contract

$1.7M

4.6%

Columbia Mid Cap Index Fund Class A

Ameriprise (Columbia Threadneedle) · Mutual fund

IndexPossible retail class A

$1.6M

4.3%

Fidelity Advantage Value Strategies Fund

Fidelity (FMR) · Mutual fund

$1.5M

4.0%

Inflation-Adjusted Bond Fund A Class

American Century · Mutual fund

Possible retail class A

$1.4M

3.9%

Per Mar Security and Research Corp. 401(k) Plan

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Per Mar Security and Research Corp. 401(k) Plan

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion