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Original filing (PDF)20250924050851NAL0008860547001
ADVANCED DIGITAL DATA, INC.
Form 5500
FILING_RECEIVED
ADVANCED DIGITAL DATA INC. EMPLOYEE SAVINGS PLAN
401(k) retirement plan
Active participants
131
Accounts w/ balance
116
Plan assets (EOY)
$32.2M
Net assets (EOY)
$32.2M
How this plan invests
This plan
30 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 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVANCED DIGITAL DATA, INC..
Plan sponsor
Name
ADVANCED DIGITAL DATA, INC.
EIN
22-1995565
Address
6 LAUREL DRIVE · FLANDERS, NJ · 07836
Phone
(973) 584-4026
Industry
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
2025-09-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COHN REZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $2K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KLSTLER-TIFFANY COMPANIES, LLC | 13-4232340 | — | INVESTMENT/FINANCIAL ADVI | $26K | — |
| CREATIVE PLANNING HOLDCO, LLC | 84-4519624 | — | INVESTMENT/FINANCIAL ADVI | $10K | — |
Investments
30 direct securities· $31.9M(99% of reported assets)
Registered Investment Companies
$31.9M
29 holdings
Uncategorized
$9K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMER FND GR FND OF AMERICA-R4 | Registered Investment Companies | — | — | $6.7M | 20.7% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $6.2M | 19.2% | |
| HARTFORD DIVIDEND & GROWTH -R4 | Registered Investment Companies | — | — | $3.3M | 10.2% | |
| TCW METWEST TOTAL RET BOND M | Registered Investment Companies | — | — | $1.7M | 5.1% | |
| AMERICAN FUNDS EURPAC GR FD-R4 | Registered Investment Companies | — | — | $1.4M | 4.3% | |
| AMER CAP WORLD GRO & INC -R4 | Registered Investment Companies | — | — | $1.4M | 4.3% | |
| T.ROWE PRICE RETIRE 2020 - ADV | Registered Investment Companies | — | — | $1.2M | 3.9% | |
| VAN SELECTED VALUE - INV | Registered Investment Companies | — | — | $1.1M | 3.5% | |
| DFA US SMALL CAP GROWTH INST | Registered Investment Companies | — | — | $1.0M | 3.2% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $1.0M | 3.2% | |
| DODGE & COX GLOBAL BOND I | Registered Investment Companies | — | — | $980K | 3.0% | |
| T. ROWE PRICE RET 2025 - ADV | Registered Investment Companies | — | — | $890K | 2.8% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $742K | 2.3% | |
| BLK STRATEGIC INC OPP PRT INST | Registered Investment Companies | — | — | $614K | 1.9% | |
| T.ROWE PRICE RETIRE 2030 - ADV | Registered Investment Companies | — | — | $541K | 1.7% | |
| T. ROWE PRICE RET 2035 - ADV | Registered Investment Companies | — | — | $516K | 1.6% | |
| TRP INT US SM CAP CORE EQ I | Registered Investment Companies | — | — | $514K | 1.6% | |
| INVESCO DEV MARKETS - Y | Registered Investment Companies | — | — | $433K | 1.3% | |
| THORNBURG STRATEGIC INCOME R5 | Registered Investment Companies | — | — | $387K | 1.2% | |
| DODGE & COX INTL STOCK I | Registered Investment Companies | — | — | $372K | 1.2% | |
| THORNBURG LIMITED TERM INC -R3 | Registered Investment Companies | — | — | $244K | 0.8% | |
| JPMORGAN US SMALL COMPANY A | Registered Investment Companies | — | — | $243K | 0.8% | |
| T.ROWE PRICE RETIRE 2040 - ADV | Registered Investment Companies | — | — | $202K | 0.6% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $67K | 0.2% | |
| T. ROWE PRICE RET 2045 - ADV | Registered Investment Companies | — | — | $42K | 0.1% | |
| T. ROWE PRICE RETIRE 2060-ADV | Registered Investment Companies | — | — | $40K | 0.1% | |
| T. ROWE PRICE RETIRE 2050-ADV | Registered Investment Companies | — | — | $33K | 0.1% | |
| COHEN & STEERS GLOBAL REALTY I | Registered Investment Companies | — | — | $13K | <0.1% | |
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | — | — | — | $9K | <0.1% | |
| T. ROWE PRICE RET 2055 - ADV | Registered Investment Companies | — | — | $2K | <0.1% |
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