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Original filing (PDF)20250925051259NAL0003360627001
DATAMAX, INC.
Form 5500
FILING_RECEIVED
DATAMAX, INC. 401(K)/PROFIT SHARING PLAN
401(k) retirement plan
Active participants
217
Accounts w/ balance
260
Plan assets (EOY)
$33.6M
Net assets (EOY)
$33.6M
How this plan invests
This plan
12 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 (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DATAMAX, INC..
Plan sponsor
Name
DATAMAX, INC.
EIN
46-2116409
Address
2145 HAMPTON AVE · ST LOUIS, MO · 63139
Phone
(314) 633-1741
Industry
Wholesale Tradesee 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
2025-09-25
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)
Audit & trust (Schedule H)
Auditor
ANDERS MINKLER HUBER & HELM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $46K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | INVESTMENT ADVISOR | $0 | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANDERS MINKLER HUBER & HELM LLP | 43-0831507 | — | ACTUARY | $19K | — |
Investments
12 direct securities· $33.4M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMORGAN MID CAP GROWTH - A | Registered Investment Companies | — | — | $4.9M | 14.7% | |
| CLEARBRIDGE LARGE CAP GROWTH A | Registered Investment Companies | — | — | $4.5M | 13.2% | |
| BLACKROCK GLOBAL ALLOCATION A | Registered Investment Companies | — | — | $4.4M | 13.2% | |
| UNDISCOVERED MGRS BHVL VAL A | Registered Investment Companies | — | — | $3.9M | 11.7% | |
| MFS VALUE - A | Registered Investment Companies | — | — | $3.7M | 11.0% | |
| INVESCO EQUITY AND INCOME A | Registered Investment Companies | — | — | $2.5M | 7.5% | |
| ISHARES S&P 500 INDEX I | Registered Investment Companies | — | — | $2.5M | 7.3% | |
| MAC SCIENCE AND TECH Y | Registered Investment Companies | — | — | $2.1M | 6.2% | |
| BLACKROCK T-FUND - CASH MGMT | Registered Investment Companies | — | — | $2.0M | 5.8% | |
| MACQUARIE INTL CORE EQ Y | Registered Investment Companies | — | — | $1.7M | 5.1% | |
| LOOMIS SAYLES CORE PLUS BOND A | Registered Investment Companies | — | — | $1.1M | 3.1% | |
| HABOR SMCAPVAL FD INVEST CLASS | Registered Investment Companies | — | — | $186K | 0.6% |
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