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Original filing (PDF)20230919132352NAL0001160770001
DATEPAC, LLC
Form 5500
FILING_RECEIVED
DATEPAC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
432
Accounts w/ balance
139
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
How this plan invests
This plan
30 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
88
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 32% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (26 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DATEPAC, LLC.
Plan sponsor
Name
DATEPAC, LLC
EIN
71-0945153
Address
2515 S. AVE 2 1/2 E · YUMA, AZ · 85365
Phone
(928) 726-0901
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-09-19
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FROST, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D JONES & CO LP | 43-0345811 | — | RIA | $10K | — |
| WILSHIRE ASSOCIATES INC (USA) | 95-2755361 | — | RIA | $793 | — |
Investments
30 pooled funds· $4.1M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| JH MULTI-INDEX 2045 PRESERV JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $564K | 13.7% |
| JH MULTI-INDEX 2035 PRESERV JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $554K | 13.5% |
| JH MULTI-INDEX 2025 PRESERV JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $386K | 9.4% |
| JOHN HANCOCK STABLE VAL JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $360K | 8.7% |
| JH MULTI-INDEX 2055 PRESERV JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $283K | 6.9% |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $202K | 4.9% |
| JH MULTI-INDEX 2030 PRESERV JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $190K | 4.6% |
| JH MULTI-INDEX 2050 PRESERV JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $187K | 4.5% |
| JH MULTI-INDEX 2040 PRESERV JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $176K | 4.3% |
| JH MULTI-INDEX 2060 PRESERV JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $131K | 3.2% |
| VANGUARD GROWTH INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $131K | 3.2% |
| JH MULTI-INDEX INCOME PRESERV JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $116K | 2.8% |
| MFS MASSACHUSETTS INVESTORS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $79K | 1.9% |
| DODGE & COX INTERNATIONAL ST JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $77K | 1.9% |
| TOTAL BOND MARKET FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $73K | 1.8% |
| SMALL CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $63K | 1.5% |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $63K | 1.5% |
| AMERICAN CENTURY HERITAGE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $60K | 1.5% |
| STRATEGIC INCOME OPP FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $54K | 1.3% |
| CORE BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $53K | 1.3% |
| MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $50K | 1.2% |
| WASHINGTON MUTUAL INVESTORS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $49K | 1.2% |
| INTL EQUITY INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $45K | 1.1% |
| INVESCO OPP INTL GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $39K | 1.0% |
| DFA U.S. SMALL CAP FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $38K | 0.9% |
| MUTUAL GLOBAL DISCOVERY JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $34K | 0.8% |
| FEDERATED HIGH YIELD BOND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $20K | 0.5% |
| AF CAPITAL WORLD BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $12K | 0.3% |
| JH MULTI-INDEX 2065 PRESERV JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $2K | <0.1% |
| DFA US TARGETED VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $205 | <0.1% |