How big is Datacore Software Corporation's plan?

Datacore Software Corporation's plan reported $14.4M in assets and 47 participants for 2024.

Original filing (PDF)20250618075457NAL0005335010001

Datacore Software Corporation

Name: Datacore Software Corporation — Datacore Software, Form 5500 (2024)
Creator: Datacore Software Corporation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Datacore Software Corporation 401(k)Plan

401(k) retirement plan · Datacore Software Corporation's Datacore Software Corporation 401(k)Plan held $14.4M in plan assets for 47 participants in 2024, with Fidelity as recordkeeper.

Active participants

Accounts w/ balance

103

Plan assets (EOY)

$14.4M

Net assets (EOY)

$14.4M

People on this filing

Patricia Hernandez signed Datacore Software Corporation's 2024 Form 5500 as plan administrator.

Patricia Hernandez — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Datacore Software Corporation's EIN is 65-0812663.

EIN 65-0812663

Plan number 001

Plan year 2024

ACK ID 20250618075457NAL0005335010001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Datacore Software Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Datacore Software Corporation's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DATACORE SOFTWARE CORPORATION.

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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

Top-tier plan health

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

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (95th percentile).
High average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

DATACORE SOFTWARE CORPORATION

EIN

all filings

Address

1901 WEST CYPRESS CREEK RD · SUITE 200 · FORT LAUDERDALE, FL · 33309

Phone

(954) 377-6000

Industry

Software Publishers· Information / Tech / Media

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

2025-06-18

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

SAS ASSURANCE

Trustee / custodian

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$475	—

Investments

32 direct securities· $14.4M(100% of reported assets)

Mutual Funds

$12.8M

22 holdings

Other securities

$1.1M

7 holdings

Common Collective Trusts

$455K

3 holdings

					% of plan
Fidelity Growth Company Fund	Mutual Funds	—	—	$2.4M	16.6%
Fidelity Freedom 2040	Mutual Funds	—	—	$2.1M	14.3%
Fidelity Total Market Premium Fund	Mutual Funds	—	—	$1.8M	12.2%
Fidelity Freedom 2050	Mutual Funds	—	—	$1.1M	7.7%
Fidelity Freedom 2030	Mutual Funds	—	—	$915K	6.3%
Fidelity Government Money Market	Mutual Funds	—	—	$734K	5.1%
Fidelity Freedom 2055	Mutual Funds	—	—	$647K	4.5%
Columbia Dividend Income A Fund	Other securities	—	—	$604K	4.2%
Fidelity Freedom 2025	Mutual Funds	—	—	$556K	3.9%
Fidelity Low Priced Stock Fund	Mutual Funds	—	—	$536K	3.7%
Fidelity Freedom 2035	Mutual Funds	—	—	$480K	3.3%
Fidelity Freedom 2045	Mutual Funds	—	—	$423K	2.9%
Fidelity OTC Portfolio Fund	Mutual Funds	—	—	$350K	2.4%
Fidelity Extended Market Index Fund	Common Collective Trusts	—	—	$315K	2.2%
Eaton Vance Parametric International Equity Fund Class R6	Other securities	—	—	$259K	1.8%
PIMCO RAE US Fund Institutional Class	Mutual Funds	—	—	$194K	1.3%
Fidelity Investment Grade Bond Fund	Mutual Funds	—	—	$162K	1.1%
MFS Mid Cap Growth Fund R4	Mutual Funds	—	—	$141K	1.0%
Fidelity Freedom 2060	Mutual Funds	—	—	$104K	0.7%
Fidelity Puritan Fund	Mutual Funds	—	—	$94K	0.7%
Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$90K	0.6%
Loomis Sayles Small Cap Growth N Fund	Other securities	—	—	$78K	0.5%
Fidelity Freedom 2020	Mutual Funds	—	—	$77K	0.5%
Allspring Emerging Markets Equity Fund Class R6	Other securities	—	—	$69K	0.5%
Fidelity International Index Fund	Common Collective Trusts	—	—	$50K	0.3%
JP Morgan Chase JP Morgan Mid Cap Value R6 Fund	Other securities	—	—	$49K	0.3%
PGIM High Yield Fund R6	Other securities	—	—	$40K	0.3%
Fidelity Real Estate Investment Portfolio Fund	Mutual Funds	—	—	$36K	0.3%
through October 2029	Other securities	—	—	$32K	0.2%
Fidelity Freedom 2010	Mutual Funds	—	—	$25K	0.2%
Fidelity Freedom Income Fund	Mutual Funds	—	—	$25K	0.2%
Fidelity Freedom 2015	Mutual Funds	—	—	$21K	0.1%