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Original filing (PDF)20250812140618NAL0007292355001
DATA-MAIL, INC.
Form 5500
FILING_RECEIVED
DATA-MAIL 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
791
Accounts w/ balance
560
Plan assets (EOY)
$56.1M
Net assets (EOY)
$56.1M
How this plan invests
This plan
1 pooled trust
Schedule D
36 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 (10 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DATA-MAIL, INC..
Plan sponsor
Name
DATA-MAIL, INC.
EIN
06-0867563
Address
240 HARTFORD AVENUE · NEWINGTON, CT · 06111
Phone
(860) 666-0399
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-12
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $6K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS INC | 06-1397347 | — | ADVISOR | $50K | — |
Investments
35 direct securities · 1 pooled fund· $55.3M(98% 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.
Uncategorized
$52.0M
35 holdings
Common Collective Trust
$3.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2030 Advisor Fund Mutual fund | — | — | — | $8.2M | 14.5% | |
| T. Rowe Price Retirement 2025 Advisor Fund Mutual fund | — | — | — | $6.4M | 11.4% | |
| T. Rowe Price Retirement 2035 Advisor Fund Mutual fund | — | — | — | $4.9M | 8.8% | |
| T. Rowe Price Retirement 2040 Advisor Fund Mutual fund | — | — | — | $4.1M | 7.4% | |
| Fidelity 500 Index Fund Mutual fund | — | — | — | $4.1M | 7.3% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $3.2M | 5.7% | |
| MainStay Large Cap Growth I Fund Mutual fund | — | — | — | $3.0M | 5.3% | |
| Dodge & Cox Stock Fund Mutual fund | — | — | — | $2.6M | 4.7% | |
| T. Rowe Price Retirement 2020 Advisor Fund Mutual fund | — | — | — | $2.3M | 4.0% | |
| T. Rowe Price Retirement 2045 Advisor Fund Mutual fund | — | — | — | $1.5M | 2.7% | |
| Fidelity Mid Cap Index Fund Mutual fund | — | — | — | $1.4M | 2.5% | |
| Fidelity Small Cap Index Fund Mutual fund | — | — | — | $1.1M | 2.0% | |
| various dates, secured by participant's account balance. | — | — | — | $1.1M | 1.9% | |
| Metropolitan West Total Return Bond I Fund Mutual fund | — | — | — | $954K | 1.7% | |
| Fidelity Advisor International Growth I Fund Mutual fund | — | — | — | $883K | 1.6% | |
| Janus Triton T Fund Mutual fund | — | — | — | $774K | 1.4% | |
| T. Rowe Price Retirement 2055 Advisor Fund Mutual fund | — | — | — | $720K | 1.3% | |
| T. Rowe Price Retirement 2015 Advisor Fund Mutual fund | — | — | — | $706K | 1.3% | |
| T. Rowe Price Diversified Mid Cap Growth Fund Mutual fund | — | — | — | $701K | 1.2% | |
| Janus Balanced T Fund Mutual fund | — | — | — | $682K | 1.2% | |
| T. Rowe Price Retirement 2050 Advisor Fund Mutual fund | — | — | — | $655K | 1.2% | |
| T. Rowe Price Retirement 2010 Advisor Fund Mutual fund | — | — | — | $632K | 1.1% | |
| MFS Massachusetts Investors Trust R4 Fund Mutual fund | — | — | — | $625K | 1.1% | |
| Fidelity U.S. Bond Index Fund Mutual fund | — | — | — | $588K | 1.0% | |
| BlackRock High Yield Bond Portfolio Institutional Shares Fund Mutual fund | — | — | — | $550K | 1.0% | |
| Fidelity International Index Fund Mutual fund | — | — | — | $515K | 0.9% | |
| Invesco Developing Markets Y Fund Mutual fund | — | — | — | $362K | 0.6% | |
| T. Rowe Price Retirement 2060 Advisor Fund Mutual fund | — | — | — | $350K | 0.6% | |
| Franklin Small Cap Value Advisor Class Fund Mutual fund | — | — | — | $322K | 0.6% | |
| MFS Mid Cap Value R4 Fund Mutual fund | — | — | — | $318K | 0.6% | |
| PGIM Total Return Bond R6 Fund Mutual fund | — | — | — | $279K | 0.5% | |
| T. Rowe Price Retirement 2005 Advisor Fund Mutual fund | — | — | — | $257K | 0.5% | |
| PIMCO Real Return Instl Fund Mutual fund | — | — | — | $227K | 0.4% | |
| Prudential Global Real Estate Class Z Fund Mutual fund | — | — | — | $211K | 0.4% | |
| PIMCO Real Return I Fund Mutual fund | — | — | — | $41K | <0.1% | |
| Fidelity Government Money Market Fund Mutual fund | — | — | — | $12K | <0.1% |