Terri Cook signed Datamax, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Datamax, Inc.'s EIN is 46-2116409.
Download the official 2024 Form 5500 (PDF) for Datamax, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Datamax, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $46K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JP Morgan Mid Cap Growth A | Other securities | — | — | $4.9M | 14.7% | |
| ClearBridge Large Cap Growth | Other securities | — | — | $4.5M | 13.2% | |
| JP Morgan Undiscovered Managers Behavioral Value A | Other securities | — | — | $3.9M | 11.7% | |
| MFS Value Fund Class A | Mutual Funds | — | — | $3.7M | 11.0% | |
| Invesco Equity and Income A | Mutual Funds | — | — | $2.5M | 7.5% | |
| I-Shares S&P 500 Index I | Common Collective Trusts | — | — | $2.5M | 7.3% | |
| Macquarie Science and Technology Fund Y | Other securities | — | — | $2.1M | 6.2% | |
| BlackRock T-Fund Cash Management | Cash / Money Market | — | — | $2.0M | 5.8% | |
| Macquarie International Core Equity Fund Y | Other securities | — | — | $1.7M | 5.1% | |
| Loomis Sayles Core Plus Bond | Other securities | — | — | $1.1M | 3.1% | |
| Harbor Small Cap Value Fund | Other securities | — | — | $186K | 0.6% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-5674085 |
| — |
| INVESTMENT ADVISOR |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANDERS MINKLER HUBER & HELM LLP | 43-0831507 | — | ACTUARY | $19K | — |
