RAM Ganeshan signed Datum Software's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Datum Software's EIN is 58-2015603.
Download the official 2024 Form 5500 (PDF) for Datum Software from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Datum Software's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $17K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS FINANCIAL NETW |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| STATE ST CONS STR BAL SLS VII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 384 | Common Collective Trust | — | — | $1.4M | 12.8% | |
| STATE ST S&P 500 IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 343 | Common Collective Trust | — | — | $1.4M | 12.8% | |
| AMERFDS 2045 TARG DATE RET-R3 | Registered Investment Companies | — | — | $623K | 5.6% | |
| STATE ST S&P MD CP IDX NL G STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 346 | Common Collective Trust | — | — | $549K | 5.0% | |
| T.ROWE PRICE GR STOCK FD -ADV | Registered Investment Companies | — | — | $539K | 4.9% | |
| FEDERATED TOTAL RETURN BOND -A | Registered Investment Companies | — | — | $429K | 3.9% | |
| AMERFDS 2030 TARG DATE RET-R3 | Registered Investment Companies | — | — | $376K | 3.4% | |
| JPM US EQUITY FD R3 | Registered Investment Companies | — | — | $364K | 3.3% | |
| MORGAN STANLEY INSIGHT FUND A | Registered Investment Companies | — | — | $360K | 3.3% | |
| MACQUARIE SMALL CAP VALUE - A | Registered Investment Companies | — | — | $342K | 3.1% | |
| COLUMBIA DIV INC FD - A | Registered Investment Companies | — | — | $336K | 3.0% | |
| PGIM HIGH YIELD - A | Registered Investment Companies | — | — | $333K | 3.0% | |
| AMERFDS 2025 TARG DATE RET-R3 | Registered Investment Companies | — | — | $296K | 2.7% | |
| VICTORY ESTABLISHED VALUE A | Registered Investment Companies | — | — | $292K | 2.6% | |
| AMERFDS 2040 TARG DATE RET-R3 | Registered Investment Companies | — | — | $282K | 2.5% | |
| COLUMBIA SM CAP IDX A | Registered Investment Companies | — | — | $281K | 2.5% | |
| MFS INTL DIVERSIFICATION R3 | Registered Investment Companies | — | — | $267K | 2.4% | |
| AMERFDS 2035 TARG DATE RET-R3 | Registered Investment Companies | — | — | $239K | 2.2% | |
| AMER FUNDS NEW PERSPECTIVE-R3 | Registered Investment Companies | — | — | $220K | 2.0% | |
| VIRTUS MID-CAP GROWTH A | Registered Investment Companies | — | — | $213K | 1.9% | |
| MORGAN STANLEY INTL ADVTG A | Registered Investment Companies | — | — | $213K | 1.9% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $195K | 1.8% | |
| STATE ST MOD STR BAL SLS VII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 385 | Common Collective Trust | — | — | $187K | 1.7% | |
| COLUMBIA OVERSEAS VALUE A | Registered Investment Companies | — | — | $176K | 1.6% | |
| STATE ST REIT IDX NLS G STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 359 | Common Collective Trust | — | — | $148K | 1.3% | |
| STATE ST AGG STR BAL SLS VII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 386 | Common Collective Trust | — | — | $142K | 1.3% | |
| CLEARBRIDGE SMALL CAP GROWTH A | Registered Investment Companies | — | — | $118K | 1.1% | |
| COLUMBIA BALANCED A | Registered Investment Companies | — | — | $112K | 1.0% | |
| TOU SANDS CAP EM MK GR A | Registered Investment Companies | — | — | $104K | 0.9% | |
| AMERFDS 2055 TARG DATE RET-R3 | Registered Investment Companies | — | — | $87K | 0.8% | |
| VICTORY FUND FOR INCOME A | Registered Investment Companies | — | — | $82K | 0.7% | |
| AMERFDS 2020 TARG DATE RET-R3 | Registered Investment Companies | — | — | $76K | 0.7% | |
| STATE ST RUSS SC IDX VI STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 338 | Common Collective Trust | — | — | $61K | 0.5% | |
| AMF 2060 TARGET DATE RETIRE R3 | Registered Investment Companies | — | — | $23K | 0.2% | |
| AMERFDS 2050 TARG DATE RET-R3 | Registered Investment Companies | — | — | $19K | 0.2% | |
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | Self-Directed Brokerage | — | — | $13K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 48-1305000 |
| — |
| INVESTMENT/FINANCIAL ADVI |
| $7K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — | INVESTMENT/FINANCIAL ADVI | $19K | — |
