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Original filing (PDF)20251009132425NAL0011029632001
UNITED DATA TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
UNITED DATA TECHNOLOGIES, 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
470
Accounts w/ balance
458
Plan assets (EOY)
$24.4M
Net assets (EOY)
$24.4M
How this plan invests
This plan
1 pooled trust
Schedule D
29 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 UNITED DATA TECHNOLOGIES, INC..
Plan sponsor
Name
UNITED DATA TECHNOLOGIES, INC.
EIN
65-0566138
Address
2900 MONARCH LAKES BLVD. · #300 · MIRAMAR, FL · 33027
Phone
(954) 308-5100
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $24K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | 93-0987232 | — | ADVISOR | $21K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $10K | — |
| UNITED CAPITAL FINANCIAL ADVISERS | 27-0493248 | — | ADVISOR | $9K | — |
Investments
28 direct securities · 1 pooled fund· $24.4M(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.
Uncategorized
$24.2M
28 holdings
Common Collective Trust
$206K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $4.3M | 17.7% | |
| Fidelity Investments Fidelity Blue Chip Growth | — | — | — | $3.1M | 12.9% | |
| Fidelity Investments Fidelity Freedom 2040 | — | — | — | $2.9M | 11.8% | |
| Fidelity Investments Fidelity Freedom 2045 | — | — | — | $2.9M | 11.8% | |
| Fidelity Investments Fidelity Freedom 2035 | — | — | — | $2.0M | 8.1% | |
| Fidelity Investments Fidelity Freedom 2050 | — | — | — | $1.3M | 5.5% | |
| Fidelity Investments Fidelity Freedom 2030 | — | — | — | $1.3M | 5.3% | |
| Fidelity Investments Fidelity Extended Market Index | — | — | — | $868K | 3.6% | |
| Premium Columbia Dividend Income Fund Class | — | — | — | $736K | 3.0% | |
| Fidelity Investments Fidelity Freedom 2055 | — | — | — | $490K | 2.0% | |
| Fidelity Investments Fidelity Emerging Markets | — | — | — | $487K | 2.0% | |
| Fidelity Investments Fidelity Freedom 2025 | — | — | — | $424K | 1.7% | |
| Notes Receivable from Interest rates ranging from 4.25% to $-- | — | — | — | $422K | 1.7% | |
| Columbia Overseas Value Fund I3 | — | — | — | $408K | 1.7% | |
| Fidelity Investments Fidelity Total Bond Fund | — | — | — | $404K | 1.7% | |
| Fidelity Investments Fidelity Freedom 2020 | — | — | — | $367K | 1.5% | |
| Allspring Special Allspring Special Mid Cap Value Fund - | — | — | — | $354K | 1.4% | |
| Class A * Fidelity Investments Fidelity Global EX US Index Fund | — | — | — | $323K | 1.3% | |
| Fidelity Investments Fidelity Freedom 2060 | — | — | — | $283K | 1.2% | |
| Fidelity Investments Fidelity Small Cap Index Premium | — | — | — | $230K | 0.9% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $206K | 0.8% | |
| Fidelity Investments Fidelity International Capital | — | — | — | $127K | 0.5% | |
| Appreciation K6 Fund * Fidelity Investments Fidelity Freedom 2065 | — | — | — | $118K | 0.5% | |
| Janus Henderson Janus Henderson Triton Fund Class N | — | — | — | $116K | 0.5% | |
| Fidelity Investments Fidelity Capital & Income Fund | — | — | — | $67K | 0.3% | |
| Fidelity Investments Fidelity US Bond Index Investor | — | — | — | $59K | 0.2% | |
| Janus Henderson Janus Henderson Developed World Bond | — | — | — | $28K | 0.1% | |
| N * Fidelity Investments Fidelity Freedom Income | — | — | — | $27K | 0.1% | |
| Fidelity Investments Fidelity Inflation-Protected Bond | — | — | — | $26K | 0.1% |