Original filing (PDF)20250811090442NAL0020311074001

APPLIED DATA FINANCE, LLC

Name: APPLIED DATA FINANCE, LLC — APPLIED DATA FINANCE, LLC 401(K) PLAN, Form 5500 (2024)
Creator: APPLIED DATA FINANCE, LLC

Form 5500-SF

FILING_RECEIVED

APPLIED DATA FINANCE, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for APPLIED DATA FINANCE, LLC.

Plan sponsor

Name

APPLIED DATA FINANCE, LLC

EIN

37-1769620

Address

15373 INNOVATION DR SUITE 250 · SAN DIEGO, CA · 92128

Phone

(858) 935-7588

Industry

Finance & Insurancesee all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

42-1484983

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

PREFERRED CAPITAL FUNDING OF ILLINOIS, LLC

PREFERRED CAPITAL FUNDING 401(K) PLAN

$3.1M · 26 participants

GENERATION GROWTH CAPITAL, INC.

GENERATION GROWTH CAPITAL, INC. 401(K) PLAN

$2.6M · 3 participants

GLOBAL BONDHOLDER SERVICES

GLOBAL BONDHOLDER SERVICES CASH BALANCE PLAN

$3.7M · 5 participants

MONTANA COMMERCIAL CREDIT, INC.

MONTANA COMMERCIAL CREDIT, INC. CASH BALANCE PLAN

$2.5M · 15 participants

IMPACT COMMUNITY CAPITAL LLC

IMPACT COMMUNITY CAPITAL 401(K) PLAN