Retirement plan

CORPORATE SECURITY AND FIRE SYSTEMS LLC 401(K) PLAN

Name: CORPORATE SECURITY AND FIRE SYSTEMS LLC 401(K) PLAN - CORPORATE SECURITY AND FIRE SYSTEMS LLC 401(K) PLAN (2025) Form 5500
Creator: CORPORATE SECURITY AND FIRE SYSTEMS LLC 401(K) PLAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CORPORATE SECURITY AND FIRE SYSTEMS LLC 401(K) PLAN, CORPORATE SECURITY AND FIRE SYSTEMS LLC 401(K) PLAN

CORPORATE SECURITY AND FIRE SYSTEMS LLC 401(K) PLANEIN 47-3443789Plan #001PY 2025

P.O. BOX 474018 - CHARLOTTE, NC 28247980-505-3233

Prospect flagsHigh feesLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$917K

+49.2% from 2024

Total participants

+23.1% from 2024

Average account balance

$83,343

+49.2% from 2024

Annual return

16.34%

+2.12 pp from 2024

Benchmarks

See 10,478 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort10,478 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$917K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$83K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

68.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$202K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.34%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$712

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
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.

Opportunity flags

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$8K

$490 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.854%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$83,343

$171,492-51.4%

$150,734-44.7%

$198,609-58.0%

Participation rate

68.8%

81.4%-12.7pp

78.4%-9.7pp

82.4%-13.6pp

Annual return

16.34%

804.70%-788.4pp

600.81%-584.5pp

202.70%-186.4pp

Employer contribution / active EE

$4,238

$5,470-22.5%

$4,918-13.8%

$5,055-16.2%

Participant deferral / active EE

$8,381

$6,259+33.9%

$5,610+49.4%

$6,977+20.1%

Admin fee / account holder

$712

$17,628-96.0%

$14,905-95.2%

$19,030-96.3%

CORPORATE SECURITY AND FIRE SYSTEMS LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CORPORATE SECURITY AND FIRE SYSTEMS LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion