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Original filing (PDF)20250801054456NAL0006909777001
THE DATA ENTRY COMPANY
Form 5500
FILING_RECEIVED
THE DATA ENTRY COMPANY 401(K) PLAN
401(k) retirement plan
Signals · 1
~103 bps in Sched C fees
Active participants
219
Accounts w/ balance
315
Plan assets (EOY)
$6.0M
Net assets (EOY)
$6.0M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 103 bps in Schedule C fees — 98% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE DATA ENTRY COMPANY.
Plan sponsor
Name
THE DATA ENTRY COMPANY
EIN
52-1445148
Address
8001 WISCONSIN AVENUE · SUITE 200 · BETHESDA, MD · 20814
Phone
(301) 334-1234
Industry
Data Processing, Hosting· 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
2025-08-01
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PBMARES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $40K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — | INVESTMENT/FINANCIAL ADVI | $21K | — |
Investments
26 direct securities· $5.8M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERCENT INFL ADJ BD R5 966 REGISTERED INVESTMENT COMPANY AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $1.1M | 19.2% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $812K | 13.5% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $621K | 10.3% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $447K | 7.4% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $392K | 6.5% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $345K | 5.8% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $335K | 5.6% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $241K | 4.0% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $190K | 3.2% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $166K | 2.8% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $151K | 2.5% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $146K | 2.4% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $125K | 2.1% | |
| ISHARES RUSSELL 2000 SM CAP K | Registered Investment Companies | — | — | $124K | 2.1% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $109K | 1.8% | |
| PIMCO INV GR CRED BD I | Registered Investment Companies | — | — | $98K | 1.6% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $72K | 1.2% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $65K | 1.1% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $50K | 0.8% | |
| NORTHERN EM MRKTS EQ INDEX SHR | Registered Investment Companies | — | — | $35K | 0.6% | |
| THORNBURG INTL EQUITY R6 | Registered Investment Companies | — | — | $35K | 0.6% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $29K | 0.5% | |
| ISHARES US AGGREGATE BD IDX K 565 REGISTERED INVESTMENT COMPANY CALVERT US LC CORE RESP INDX I | Registered Investment Companies | — | — | $18K | 0.3% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $15K | 0.3% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $4K | <0.1% | |
| COLUMBIA US TREASURY IDX I2 | Registered Investment Companies | — | — | $1K | <0.1% |
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