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Original filing (PDF)20251009181416NAL0007429665001
DATACOR, INC.
Form 5500
FILING_RECEIVED
DATACOR, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
275
Accounts w/ balance
315
Plan assets (EOY)
$51.7M
Net assets (EOY)
$51.7M
How this plan invests
This plan
13 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 27 bps in Schedule C fees — 71% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DATACOR, INC..
Plan sponsor
Name
DATACOR, INC.
EIN
22-2363717
Address
200 CAMPUS DRIVE SUITE 100 · FLORHAM PARK, NJ · 079321424
Phone
(973) 822-1551
Industry
Custom Computer Programming· 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
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BOULAY PLLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | 13-4110995 | — | INVESTMENT ADVISORY | $53K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $88K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
23 direct securities · 13 pooled funds· $50.1M(97% 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
$27.8M
13 holdings
Uncategorized
$22.4M
23 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $8.3M | 16.1% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $5.9M | 11.4% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $4.8M | 9.3% | |
| T. Rowe Price Large Cap Growth Fund I | — | — | — | $2.9M | 5.5% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.8M | 5.4% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $2.8M | 5.3% | |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.3M | 4.5% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $2.2M | 4.3% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $2.2M | 4.3% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $2.1M | 4.1% | |
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $2.1M | 4.0% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $1.6M | 3.1% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.4M | 2.7% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $1.1M | 2.2% | |
| Management Fund PGIM Investments PGIM High Yield Fund | — | — | — | $793K | 1.5% | |
| Principal Funds Inc. Principal Real Estate Securities Fund | — | — | — | $780K | 1.5% | |
| BlackRock Advisors BlackRock Equity Dividend Fund | — | — | — | $658K | 1.3% | |
| The American Funds EuroPacific Growth Fund | — | — | — | $610K | 1.2% | |
| The American Funds New World Fund Inc | — | — | — | $582K | 1.1% | |
| Fidelity Investments Fidelity Strategic Dividend & Income Fund | — | — | — | $534K | 1.0% | |
| American Funds Service Company Capital Income Builder | — | — | — | $528K | 1.0% | |
| Fidelity Investments Fidelity International Index Fund | — | — | — | $526K | 1.0% | |
| PIMCO Income Institutional Fund | — | — | — | $525K | 1.0% | |
| The American Funds American Balanced Fund | — | — | — | $474K | 0.9% | |
| Fidelity Investments Fidelity US Bond Index Fund | — | — | — | $462K | 0.9% | |
| Invesco Global Opportunities Fund | — | — | — | $361K | 0.7% | |
| Notes receivable from Participants Participant loans – 4.25% to 10.50% interest 0 | — | — | — | $222K | 0.4% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $150K | 0.3% | |
| (E) | — | — | $80K | $87K | 0.2% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $87K | 0.2% | |
| Principal Global Investors Principal Lifetime Hybrid Income | — | — | — | $80K | 0.2% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $80K | 0.2% | |
| Franklin Templeton Investments Franklin Income Fund | — | — | — | $46K | <0.1% | |
| (E) | — | — | $45K | $46K | <0.1% | |
| Alliance Bernstein Allilance Bernstein Global Bond Fund | — | — | — | $45K | <0.1% | |
| American Century Investment American Century Inflation Adjusted Bond | — | — | — | $31K | <0.1% |
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