AUMdb

Security Equipment Corporation 401(k) Plan

Sponsored by Security Equipment Corporation · EIN 431080928 · Plan #002

Total assets
$6.7M
Net assets
$6.7M
Active participants
131
With balances
128

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

Linked investment advisers

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

Firm Match Plan year
Ausdal Financial Partners, Inc. CRD 7995 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Ameritas Life Insurance Corp Claims processing, Contract administrator, Recordkeeping $18,232
Ausdale Financial Partners, Inc Investment advisory (plan), Investment management fees (direct) $16,716
Matrix Trust Company Custodial (securities), Participant loan processing, Direct payment from the plan $1,541