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Original filing (PDF)20251014111821NAL0005650450001
DATA INTENSITY LLC
Form 5500
FILING_RECEIVED
DATA INTENSITY LLC 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
71
Accounts w/ balance
104
Plan assets (EOY)
$9.8M
Net assets (EOY)
$9.8M
How this plan invests
This plan
12 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (12 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DATA INTENSITY LLC.
Plan sponsor
Name
DATA INTENSITY LLC
EIN
04-3567891
Address
535 MADISON AVE FL4 · COVINGTON, KY · 410111663
Phone
(859) 469-4417
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PLANTE MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $11K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES INC | 41-0973005 | — | OTHER SERVICES | $0 | — |
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
20 direct securities · 12 pooled funds· $9.7M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$6.4M
11 holdings
Uncategorized
$3.3M
20 holdings
Pooled Separate Account
$632
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.0M | 20.8% | |
| JPMorgan Large Cap Growth R6 Fund | — | — | — | $1.3M | 13.5% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.0M | 10.3% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $740K | 7.6% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $737K | 7.5% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $735K | 7.5% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $575K | 5.9% | |
| Fidelity Management Trust Company Fidelity 500 Index Fund | — | — | — | $455K | 4.7% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $448K | 4.6% | |
| Delaware Charter Guarantee & Trust Company d/b/a Principal Trust Company Investment contract - Principal Guaranteed Option | — | — | — | $419K | 4.3% | |
| John Hancock Investment Management, LLC John Hancock Disc Val MC R6 Fund | — | — | — | $187K | 1.9% | |
| MFS Investment Management MFS Mass Inv Growth Stk R6 Fund | — | — | — | $145K | 1.5% | |
| MFS Investment Management MFS Mid Cap Value R6 Fund | — | — | — | $125K | 1.3% | |
| MFS Investment Management MFS Value R6 Fund | — | — | — | $119K | 1.2% | |
| BlackRock Advantage Large Cap Core | — | — | — | $103K | 1.1% | |
| MFS Investment Management MFS Intl Diversification R6 Fund | — | — | — | $100K | 1.0% | |
| MFS Investment Management MFS Mid-Cap Growth R6 Fund | — | — | — | $77K | 0.8% | |
| Delaware Charter Guarantee & Trust Company d/b/a Principal Trust Company Principal Lifetime Hybrid Inc | — | — | — | $73K | 0.8% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $73K | 0.8% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $55K | 0.6% | |
| BlackRock High Yield Bond | — | — | — | $49K | 0.5% | |
| (E) | — | — | $55K | $40K | 0.4% | |
| Participants Participant notes receivable bearing interest at rates from 4.25 to 9.50 percent - | — | — | — | $40K | 0.4% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $19K | 0.2% | |
| Capital Group American Funds Intermediate Bond Fund of America | — | — | — | $9K | <0.1% | |
| BlackRock Advantage SMID Cap K Fund | — | — | — | $6K | <0.1% | |
| Hartford Funds Hartford World Bond R6 Fund | — | — | — | $5K | <0.1% | |
| JPMorgan Core Bond R6 Fund | — | — | — | $5K | <0.1% | |
| John Hancock Investment Management, LLC John Hancock Balanced R6 Fund | — | — | — | $2K | <0.1% | |
| John Hancock Investment Management, LLC John Hancock Small Cap Core R6 Fund | — | — | — | $1K | <0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $632 | <0.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $0 | <0.1% |
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