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Original filing (PDF)20251014074424NAL0004950338001
DATALINK SERVICE FUND SOLUTIONS, LLC
Form 5500
FILING_RECEIVED
DATALINK SERVICE FUND SOLUTIONS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
53
Accounts w/ balance
129
Plan assets (EOY)
$10.0M
Net assets (EOY)
$10.0M
How this plan invests
This plan
33 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DATALINK SERVICE FUND SOLUTIONS, LLC.
Plan sponsor
Name
DATALINK SERVICE FUND SOLUTIONS, LLC
EIN
26-1991903
Address
14055 RIVEREDGE DR · SUITE 600 · TAMPA, FL · 33637
Phone
(813) 903-1091
Industry
Professional & Technical Servicessee all
Plan administrator
Name
DATALINK SERVICE FUND SOLUTIONS
EIN
26-1991903
City
TAMPA, FL
Phone
(813) 903-1091
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
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
2E · Profit-sharing
2A · Age/service weighted or new comparability
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ELLIOT DAVIS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $14K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | ADVISOR | $27K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $5K | — |
Investments
33 direct securities· $10.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth Fund K6 | — | — | — | $1.5M | 14.7% | |
| Fidelity 500 Index Fund | — | — | — | $1.1M | 11.5% | |
| Fidelity Freedom 2050 Fund K6 | — | — | — | $1.1M | 11.4% | |
| Fidelity Freedom 2040 Fund K6 | — | — | — | $1.1M | 11.2% | |
| Fidelity Freedom 2035 Fund K6 | — | — | — | $830K | 8.3% | |
| Fidelity Freedom 2055 Fund K6 | — | — | — | $771K | 7.7% | |
| Fidelity Freedom 2045 Fund K6 | — | — | — | $457K | 4.6% | |
| Fidelity Freedom 2025 Fund K6 | — | — | — | $339K | 3.4% | |
| Fidelity Freedom 2060 Fund K6 | — | — | — | $335K | 3.3% | |
| Fidelity Freedom 2030 Fund K6 | — | — | — | $220K | 2.2% | |
| Fidelity Global Ex US Index Fund | — | — | — | $218K | 2.2% | |
| Notes receivable from participants 4.25% - 9.50% | — | — | — | $207K | 2.1% | |
| Fidelity Mid Cap Index Fund | — | — | — | $190K | 1.9% | |
| Vanguard High Dividend Yield Index Fund Admiral | — | — | — | $179K | 1.8% | |
| Fidelity Contrafund | — | — | — | $162K | 1.6% | |
| Fidelity Mega Cap Stock Fund | — | — | — | $144K | 1.4% | |
| JP Morgan Government Bond Fund R6 | — | — | — | $131K | 1.3% | |
| Fidelity Large Cap Stock Fund K6 | — | — | — | $128K | 1.3% | |
| Fidelity Growth Strategy Fund K6 | — | — | — | $104K | 1.0% | |
| American Funds New World Fund R6 | — | — | — | $101K | 1.0% | |
| Fidelity Freedom 2065 Fund K6 | — | — | — | $97K | 1.0% | |
| Fidelity Freedom Income Fund K6 ** 387 * Fidelity Government Money Market Fund K6 | — | — | — | $96K | 1.0% | |
| Fidelity Small Cap Index Fund | — | — | — | $92K | 0.9% | |
| Fidelity International Capital Appreciation Fund K6 | — | — | — | $82K | 0.8% | |
| DFA U.S. Small Cap Portfolio | — | — | — | $65K | 0.7% | |
| Fidelity US Bond Index Fund | — | — | — | $49K | 0.5% | |
| Fidelity Total Bond Fund K6 | — | — | — | $45K | 0.4% | |
| Fidelity Small Cap Growth Fund K6 | — | — | — | $17K | 0.2% | |
| iShares Short-Term TIPS Bond Index Fund | — | — | — | $16K | 0.2% | |
| Allspring Special Mid Cap Value Fund R6 | — | — | — | $14K | 0.1% | |
| Fidelity Select Semiconductors Portfolio | — | — | — | $11K | 0.1% | |
| American Century Small Cap Value Fund R6 | — | — | — | $9K | <0.1% | |
| Fidelity Freedom 2020 Fund K6 | — | — | — | $7K | <0.1% |
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