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Original filing (PDF)20250801102246NAL0007089985001
DATASTAX, INC.
Form 5500
FILING_RECEIVED
DATASTAX, INC. 401(K) PLAN
401(k) retirement plan
Active participants
354
Accounts w/ balance
557
Plan assets (EOY)
$49.1M
Net assets (EOY)
$49.1M
How this plan invests
This plan
1 pooled trust
Schedule D
31 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 (11 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DATASTAX, INC..
Plan sponsor
Name
DATASTAX, INC.
EIN
27-2254206
Address
2755 AUGUSTINE DRIVE · 8TH FLOOR · SANTA CLARA, CA · 95054
Phone
(408) 933-3737
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
2025-08-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SENSIBA 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 | $47K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENSIBA LLP | 94-2370906 | — | ACCOUNTANT/AUDITOR | $8K | — |
Investments
30 direct securities · 1 pooled fund· $48.7M(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.
Uncategorized
$48.3M
30 holdings
Common Collective Trust
$454K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $11.1M | 22.6% | |
| American Funds 2040 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $4.5M | 9.2% | |
| American Funds 2050 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $4.4M | 9.0% | |
| American Funds 2035 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $4.4M | 9.0% | |
| American Funds 2045 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $4.4M | 8.9% | |
| JPMorgan Large Cap Growth Fund Class R6 Mutual Fund | — | — | — | $3.0M | 6.2% | |
| American Funds 2055 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $2.9M | 5.8% | |
| American Funds 2030 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $2.3M | 4.6% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $1.5M | 3.1% | |
| American Funds 2060 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $1.4M | 2.8% | |
| American Funds 2025 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $1.2M | 2.5% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $836K | 1.7% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $826K | 1.7% | |
| JPMorgan Mid Cap Growth Fund Class R6 Mutual Fund | — | — | — | $723K | 1.5% | |
| Putnam Large Cap Value Fund Class R6 Mutual Fund | — | — | — | $695K | 1.4% | |
| Victory Sycamore Established Value Fund Class R6 Mutual Fund | — | — | — | $643K | 1.3% | |
| PGIM High Yield Fund Class R6 Mutual Fund | — | — | — | $476K | 1.0% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $454K | 0.9% | |
| FA STABLE VALUE III FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $454K | 0.9% | |
| PIMCO RAE US Fund Institutional Class Mutual Fund | — | — | — | $335K | 0.7% | |
| Fidelity Emerging Markets Index Fund Mutual Fund | — | — | — | $329K | 0.7% | |
| Invesco Gold & Special Minerals Fund Class R6 Mutual Fund | — | — | — | $304K | 0.6% | |
| American Century Small Cap Growth Fund R6 Class Mutual Fund | — | — | — | $266K | 0.5% | |
| American Funds New Perspective Fund Class R-6 Mutual Fund | — | — | — | $252K | 0.5% | |
| American Funds 2020 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $249K | 0.5% | |
| Cohen & Steers Institutional Realty Shares Mutual Fund | — | — | — | $230K | 0.5% | |
| MFS International Equity Fund Class R6 Mutual Fund | — | — | — | $210K | 0.4% | |
| American Funds The Bond Fund of America Class R-6 Mutual Fund | — | — | — | $182K | 0.4% | |
| Fidelity International Bond Index Fund Mutual Fund | — | — | — | $104K | 0.2% | |
| Money market fund * Fidelity Government Money Market Fund Money Market Fund | — | — | — | $6K | <0.1% | |
| American Funds Inflation Linked Bond Fund Class R-6 Mutual Fund | — | — | — | $6K | <0.1% |