How big is Datapath, Inc.'s plan?

Datapath, Inc.'s plan reported $12.3M in assets and 127 participants for 2024.

Original filing (PDF)20251015145658NAL0010224098001

Datapath, Inc.

Name: Datapath, Inc. — Datapath, Inc. 401(k) Retirement, Form 5500 (2024)
Creator: Datapath, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Datapath, Inc. 401(k) Retirement Plan

401(k) retirement plan · Datapath, Inc.'s Datapath, Inc. 401(k) Retirement Plan held $12.3M in plan assets for 127 participants in 2024, with The Standard (StanCorp) as recordkeeper.

Signals · 2

Late participant contributions~77 bps in Sched C fees

Active participants

127

Accounts w/ balance

204

Plan assets (EOY)

$12.3M

Net assets (EOY)

$12.3M

Plan identifiers

Datapath, Inc.'s EIN is 58-2256153.

EIN 58-2256153

Plan number 001

Plan year 2024

ACK ID 20251015145658NAL0010224098001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Datapath, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Datapath, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

37 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 172K (17% of contributions).
Total administrative cost in the bottom quartile of peers (8th percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

DATAPATH, INC.

EIN

all filings

Address

2205 NORTHMONT PKWY, SUITE 100 · DULUTH, GA · 30096

Phone

(678) 597-0300

Industry

All Other Professional Services· Professional & Technical Services

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	93-1253576	—	NONE	$67K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
KOVACK ADVISORS INC.	20-0981614	—	NONE	$28K	—

Investments

37 direct securities· $10.8M(88% of reported assets)

Mutual Funds

$6.9M

27 holdings

Other securities

$2.1M

8 holdings

Common Collective Trusts

$1.7M

2 holdings

					% of plan
Vanguard 500 Index Admiral Mutual fund	Common Collective Trusts	—	—	$1.7M	14.2%
T Rowe Price Retirement 2040 Mutual fund	Mutual Funds	—	—	$1.3M	10.7%
T Rowe Price Retirement 2035 Mutual fund	Mutual Funds	—	—	$907K	7.4%
American Century Ultra Mutual fund	Other securities	—	—	$773K	6.3%
T Rowe Price Retirement 2025 Mutual fund	Mutual Funds	—	—	$682K	5.5%
Hartford Schroders InStk Mutual fund	Other securities	—	—	$533K	4.3%
T Rowe Price Retirement 2030 Mutual fund	Mutual Funds	—	—	$532K	4.3%
Vanguard Windsor II Index Adm Mutual fund	Mutual Funds	—	—	$525K	4.3%
Dodge & Cox Income Mutual fund	Mutual Funds	—	—	$500K	4.1%
Vanguard Info Tech Index Adm Mutual fund	Mutual Funds	—	—	$360K	2.9%
JP Morgan Mid-Cap Growth Mutual fund	Other securities	—	—	$359K	2.9%
Vanguard Small Cap Index Adm Mutual fund	Mutual Funds	—	—	$301K	2.4%
PIMCO Global Advantage Strategy Bd Mutual fund 8 T Rowe Price Comm & Tech Mutual fund	Mutual Funds	—	—	$280K	2.3%
T Rowe Price Retirement 2055 Mutual fund	Mutual Funds	—	—	$257K	2.1%
Fidelity Large Cap Growth Inx Inst Mutual fund	Mutual Funds	—	—	$230K	1.9%
Standard Stable Asset Fund A Guaranteed contract	Other securities	—	—	$220K	1.8%
MFS Mid-Cap Value Mutual fund	Mutual Funds	—	—	$213K	1.7%
Vanguard Mid-Cap Value Index Adm Mutual fund	Mutual Funds	—	—	$139K	1.1%
T Rowe Price Retirement 2060 Mutual fund	Mutual Funds	—	—	$118K	1.0%
various maturities	Other securities	—	—	$108K	0.9%
JP Morgan US Equity Mutual fund	Other securities	—	—	$90K	0.7%
T Rowe Price Retirement 2050 Mutual fund	Mutual Funds	—	—	$85K	0.7%
American Funds New Perspective Mutual fund	Mutual Funds	—	—	$80K	0.7%
Fidelity Advisor Balanced Mutual fund	Mutual Funds	—	—	$80K	0.6%
Vanguard Explorer Adm Mutual fund	Mutual Funds	—	—	$66K	0.5%
T Rowe Price Retirement 2020 Mutual fund	Mutual Funds	—	—	$59K	0.5%
Vanguard Real Estate Index Adm Mutual fund	Mutual Funds	—	—	$47K	0.4%
T Rowe Price Retirement 2015 Mutual fund	Mutual Funds	—	—	$43K	0.4%
MFS International Growth Mutual fund	Mutual Funds	—	—	$36K	0.3%
American Centry Small Cap Value R6 Mutual fund	Other securities	—	—	$35K	0.3%
Vanguard Total Bond Market Index Adm Mutual fund 268 Vanguard Utilities Index Adm Mutual fund	Mutual Funds	—	—	$21K	0.2%
PGIM Long Duration High Yield Z Mutual fund	Other securities	—	—	$17K	0.1%
T Rowe Price Retirement 2065 Mutual fund	Mutual Funds	—	—	$14K	0.1%
T Rowe Price Retirement 2010 Mutual fund	Mutual Funds	—	—	$11K	<0.1%
T Rowe Price Health Science Fund Mutual fund	Mutual Funds	—	—	$5K	<0.1%
Vanguard Emerging Mkt Stock Idx Adm Mutual fund	Common Collective Trusts	—	—	$3K	<0.1%
Vanguard Large Term Inv Growth Adm Mutual fund	Mutual Funds	—	—	$1K	<0.1%