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Original filing (PDF)20250618075457NAL0005335010001
DATACORE SOFTWARE CORPORATION
Form 5500
FILING_RECEIVED
DATACORE SOFTWARE CORPORATION 401(K)PLAN
401(k) retirement plan
Active participants
47
Accounts w/ balance
103
Plan assets (EOY)
$14.4M
Net assets (EOY)
$14.4M
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 (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
Helping the score
- Below-peer total fees (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DATACORE SOFTWARE CORPORATION.
Plan sponsor
Name
DATACORE SOFTWARE CORPORATION
EIN
65-0812663
Address
1901 WEST CYPRESS CREEK RD · SUITE 200 · FORT LAUDERDALE, FL · 33309
Phone
(954) 377-6000
Industry
Software Publishers· 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
2025-06-18
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
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| 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)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Growth Company Fund | — | — | — | $2.4M | 16.6% | |
| Fidelity Freedom 2040 | — | — | — | $2.1M | 14.3% | |
| Fidelity Total Market Premium Fund | — | — | — | $1.8M | 12.2% | |
| Fidelity Freedom 2050 | — | — | — | $1.1M | 7.7% | |
| Fidelity Freedom 2030 | — | — | — | $915K | 6.3% | |
| Fidelity Government Money Market | — | — | — | $734K | 5.1% | |
| Fidelity Freedom 2055 | — | — | — | $647K | 4.5% | |
| Columbia Dividend Income A Fund | — | — | — | $604K | 4.2% | |
| Fidelity Freedom 2025 | — | — | — | $556K | 3.9% | |
| Fidelity Low Priced Stock Fund | — | — | — | $536K | 3.7% | |
| Fidelity Freedom 2035 | — | — | — | $480K | 3.3% | |
| Fidelity Freedom 2045 | — | — | — | $423K | 2.9% | |
| Fidelity OTC Portfolio Fund | — | — | — | $350K | 2.4% | |
| Fidelity Extended Market Index Fund | — | — | — | $315K | 2.2% | |
| Eaton Vance Parametric International Equity Fund Class R6 | — | — | — | $259K | 1.8% | |
| PIMCO RAE US Fund Institutional Class | — | — | — | $194K | 1.3% | |
| Fidelity Investment Grade Bond Fund | — | — | — | $162K | 1.1% | |
| MFS Mid Cap Growth Fund R4 | — | — | — | $141K | 1.0% | |
| Fidelity Freedom 2060 | — | — | — | $104K | 0.7% | |
| Fidelity Puritan Fund | — | — | — | $94K | 0.7% | |
| Fidelity Small Cap Index Fund | — | — | — | $90K | 0.6% | |
| Loomis Sayles Small Cap Growth N Fund | — | — | — | $78K | 0.5% | |
| Fidelity Freedom 2020 | — | — | — | $77K | 0.5% | |
| Allspring Emerging Markets Equity Fund Class R6 | — | — | — | $69K | 0.5% | |
| Fidelity International Index Fund | — | — | — | $50K | 0.3% | |
| JP Morgan Chase JP Morgan Mid Cap Value R6 Fund | — | — | — | $49K | 0.3% | |
| PGIM High Yield Fund R6 | — | — | — | $40K | 0.3% | |
| Fidelity Real Estate Investment Portfolio Fund | — | — | — | $36K | 0.3% | |
| through October 2029 | — | — | — | $32K | 0.2% | |
| Fidelity Freedom 2010 | — | — | — | $25K | 0.2% | |
| Fidelity Freedom Income Fund | — | — | — | $25K | 0.2% | |
| Fidelity Freedom 2015 | — | — | — | $21K | 0.1% |
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