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Original filing (PDF)20251013130608NAL0001999824001
DATA AXLE, INC.
Form 5500
FILING_RECEIVED
DATA AXLE, INC. RETIREMENT PLAN
401(k) retirement plan
Active participants
938
Accounts w/ balance
1,256
Plan assets (EOY)
$226.9M
Net assets (EOY)
$226.9M
How this plan invests
This plan
17 pooled trusts
Schedule D
37 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DATA AXLE, INC..
Plan sponsor
Name
DATA AXLE, INC.
EIN
47-0751545
Address
1001 FORT CROOK RD. N. · SUITE 150L · BELLEVUE, NE · 68005
Phone
(402) 836-4500
Industry
Information / Tech / Mediasee all
Plan administrator
Name
DATA AXLE INC. RETIREMENT COMMITTEE
EIN
47-0751545
City
BELLEVUE, NE
Phone
(402) 836-4500
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $144K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GROOM LAW GROUP, CHARTERED | 52-1219029 | — | OTHER | $38K | — |
Investments
19 direct securities · 17 pooled funds· $231.7M(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.
Common Collective Trust
$138.5M
17 holdings
Uncategorized
$93.2M
19 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Advisor Growth OPP Z Mutual fund | — | — | — | $33.0M | 14.5% | |
| STATE STREET SP 500 INDEX CLASS K STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 388 | Common Collective Trust | — | — | $30.8M | 13.6% | |
| NEUBERGER BERMAN LARGE CAP VALUE (G WILMINGTON TRUST · EIN 38-7264545 / PN 708 | Common Collective Trust | — | — | $16.9M | 7.4% | |
| T. ROWE PRICE 2030 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $16.0M | 7.1% | |
| T. ROWE PRICE 2035 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $14.4M | 6.3% | |
| T. ROWE PRICE 2040 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $12.1M | 5.3% | |
| BLF FedFund Money market funds | — | — | $9.1M | $9.1M | 4.0% | |
| T. ROWE PRICE 2050 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $8.4M | 3.7% | |
| T. ROWE PRICE 2025 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $8.3M | 3.7% | |
| T. ROWE PRICE 2045 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $7.8M | 3.5% | |
| COLUMBIA TRUST TOTAL RETURN BOND FU AMERIPRISE TRUST COMPANY · EIN 87-1770315 / PN 108 | Common Collective Trust | — | — | $7.7M | 3.4% | |
| Goldman Sachs GQG Partners Inst Mutual fund | — | — | — | $7.1M | 3.1% | |
| T. Rowe Price Small Cap Stock I Mutual fund | — | — | $7.9M | $6.7M | 2.9% | |
| T. ROWE PRICE 2010 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $5.1M | 2.3% | |
| Fidelity Mid Cap Index Mutual fund | — | — | — | $4.9M | 2.2% | |
| Royce Small-Cap Opportunity INS Mutual fund | — | — | — | $4.8M | 2.1% | |
| T. Rowe Price Mid Cap Growth I Mutual fund | — | — | — | $4.1M | 1.8% | |
| Invesco Developing Markets Fund R6 Mutual fund | — | — | — | $3.9M | 1.7% | |
| T. ROWE PRICE 2020 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $3.9M | 1.7% | |
| T. ROWE PRICE 2055 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $3.7M | 1.6% | |
| Fidelity Small Cap Index Fund Mutual fund | — | — | — | $3.5M | 1.6% | |
| Various Self-directed brokerage accounts | — | — | — | $3.5M | 1.5% | |
| SELF-DIRECT ACCT OTHER ASSETS | — | — | $3.5M | $3.5M | 1.5% | |
| JP Morgan Mid Cap Val Fund R6 Mutual fund | — | — | — | $3.3M | 1.5% | |
| T. ROWE PRICE 2060 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $1.9M | 0.8% | |
| Vanguard Growth Index Fund Mutual fund | — | — | — | $1.6M | 0.7% | |
| Notes receivable from participants* Various maturity dates through 2034, interest rates ranging between 4.25% to 9.50% | — | — | — | $1.3M | 0.6% | |
| LOAN FUND LOANS | — | — | $1.3M | $1.3M | 0.6% | |
| Cohen & Steers Real Estate CL Z Mutual fund | — | — | — | $848K | 0.4% | |
| Blackrock International I Mutual fund | — | — | — | $663K | 0.3% | |
| T. ROWE PRICE 2065 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $580K | 0.3% | |
| T. ROWE PRICE 2015 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $565K | 0.2% | |
| T. ROWE PRICE 2005 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $217K | <0.1% | |
| ACCRUED INCOME ACCRUED INCOME | — | — | $7K | $7K | <0.1% | |
| PENDING SETTLEMENT FUND PENDING SETTLEMENT FUNDS | — | — | $1K | $1K | <0.1% | |
| PUTNAM STABLE VALUE FUND CLASS 20 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $34 | <0.1% |
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