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Original filing (PDF)20250904152146NAL0016270017001
DATASCAN TECHNOLOGIES, LLC
Form 5500
FILING_RECEIVED
DATASCAN RETIREMENT PLAN
401(k) retirement plan
Active participants
424
Accounts w/ balance
485
Plan assets (EOY)
$88.9M
Net assets (EOY)
$88.9M
How this plan invests
This plan
1 pooled trust
Schedule D
34 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 (1 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DATASCAN TECHNOLOGIES, LLC.
Plan sponsor
Name
DATASCAN TECHNOLOGIES, LLC
EIN
36-3918644
Address
415 SOUTH BROAD ST · ALPHARETTA, GA · 30009
Phone
(770) 521-6500
Industry
Professional & Technical Servicessee 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
2025-09-04
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MSTILLER,LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $12K | — |
Investments
33 direct securities · 1 pooled fund· $88.9M(100% 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
$72.9M
32 holdings
Mutual Funds
$13.7M
1 holding
Common Collective Trust
$2.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * FID FREEDOM 2035 K6 Mutual Fund | Mutual Funds | — | — | $13.7M | 15.5% | |
| FID FREEDOM 2040 K6 Mutual Fund | — | — | — | $10.5M | 11.8% | |
| FID FREEDOM 2030 K6 Mutual Fund | — | — | — | $10.5M | 11.8% | |
| FID FREEDOM 2045 K6 Mutual Fund | — | — | — | $7.6M | 8.5% | |
| FID 500 INDEX Mutual Fund | — | — | — | $7.1M | 8.0% | |
| FID BLUE CHIP GR K6 Mutual Fund | — | — | — | $6.6M | 7.4% | |
| FID FREEDOM 2050 K6 Mutual Fund | — | — | — | $5.3M | 6.0% | |
| FID FREEDOM 2025 K6 Mutual Fund | — | — | — | $3.7M | 4.2% | |
| FID FREEDOM 2055 K6 Mutual Fund | — | — | — | $2.8M | 3.2% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $2.3M | 2.6% | |
| Self-Directed Brokerage Accounts Various brokerage accounts | — | — | — | $2.0M | 2.2% | |
| FID FREEDOM 2020 K6 Mutual Fund | — | — | — | $1.9M | 2.2% | |
| FID MID CAP IDX Mutual Fund | — | — | — | $1.8M | 2.0% | |
| Notes receivable from participants Bearing interest at 3.25%-8.50% | — | — | — | $1.5M | 1.7% | |
| AF AMER MUTUAL R6 Mutual Fund | — | — | — | $1.5M | 1.7% | |
| COL CONTRAN CORE I3 Mutual Fund | — | — | — | $1.2M | 1.4% | |
| FID INTL CAP APPR K6 Mutual Fund | — | — | — | $1.1M | 1.3% | |
| FID TOTAL BOND K6 Mutual Fund | — | — | — | $982K | 1.1% | |
| FID FREEDOM 2060 K6 Mutual Fund | — | — | — | $951K | 1.1% | |
| MFS MID CAP VALUE R6 Mutual Fund | — | — | — | $926K | 1.0% | |
| COL SM CAP VAL II I3 Mutual Fund | — | — | — | $791K | 0.9% | |
| FID SM CAP IDX Mutual Fund | — | — | — | $704K | 0.8% | |
| FID INFL PR BD IDX Mutual Fund | — | — | — | $669K | 0.8% | |
| FID GLB EX US IDX Mutual Fund | — | — | — | $475K | 0.5% | |
| C&S REALTY SHARES Z Mutual Fund | — | — | — | $388K | 0.4% | |
| FID US BOND IDX Mutual Fund | — | — | — | $376K | 0.4% | |
| FID FREEDOM 2065 K6 Mutual Fund | — | — | — | $315K | 0.4% | |
| CRLN E MID CAP GR R6 Mutual Fund | — | — | — | $274K | 0.3% | |
| FID SMALL CAP GR K6 Mutual Fund | — | — | — | $273K | 0.3% | |
| JPM GOVT BOND R6 Mutual Fund | — | — | — | $213K | 0.2% | |
| GQG EMRG MKTS EQ R6 Mutual Fund | — | — | — | $196K | 0.2% | |
| FID FREEDOM INC K6 Mutual Fund | — | — | — | $136K | 0.2% | |
| FID FREEDOM 2015 K6 Mutual Fund | — | — | — | $4K | <0.1% | |
| FID FREEDOM 2010 K6 Mutual Fund | — | — | — | $2K | <0.1% |