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Original filing (PDF)20251015083838NAL0002031811001
CDATA SOFTWARE, INC.
Form 5500
FILING_RECEIVED
CDATA SOFTWARE, INC. 401(K) PLAN
401(k) retirement plan
Active participants
175
Accounts w/ balance
191
Plan assets (EOY)
$14.8M
Net assets (EOY)
$14.8M
How this plan invests
This plan
32 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 (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CDATA SOFTWARE, INC..
Plan sponsor
Name
CDATA SOFTWARE, INC.
EIN
47-1860136
Address
101 EUROPA DRIVE · SUITE 110 · CHAPEL HILL, NC · 27517
Phone
(919) 389-7978
Industry
Software Publishers· Information / Tech / Mediasee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EISNER AMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
Investments
32 direct securities· $14.5M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $2.7M | 17.9% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $2.3M | 15.8% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.7M | 11.2% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.0M | 6.8% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $904K | 6.1% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $833K | 5.6% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $724K | 4.9% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $530K | 3.6% | |
| VANGUARD US GROWTH FUND ADM | Registered Investment Companies | — | — | $492K | 3.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $354K | 2.4% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $326K | 2.2% | |
| VANGUARD WINDSOR II FD- ADM | Registered Investment Companies | — | — | $274K | 1.8% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $263K | 1.8% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $259K | 1.7% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $252K | 1.7% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $225K | 1.5% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $193K | 1.3% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $174K | 1.2% | |
| VANGUARD EXP VAL INV | Registered Investment Companies | — | — | $140K | 0.9% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $132K | 0.9% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $106K | 0.7% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $105K | 0.7% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $104K | 0.7% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $101K | 0.7% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $88K | 0.6% | |
| VANGUARD WELLESLEY INCOME-ADMR | Registered Investment Companies | — | — | $70K | 0.5% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $67K | 0.5% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $61K | 0.4% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $53K | 0.4% | |
| VAN INTERNATIONAL VALUE - INV | Registered Investment Companies | — | — | $8K | <0.1% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $7K | <0.1% | |
| VAN STAR - INV | Registered Investment Companies | — | — | $4K | <0.1% |
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