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Original filing (PDF)20250924100546NAL0007396177001
DATAMARK INCORPORATED
Form 5500
FILING_RECEIVED
DATAMARK INCORPORATED 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 3
26% in single holding~124 bps in Sched C feesNo recordkeeper disclosed
Active participants
453
Accounts w/ balance
282
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.7M
How this plan invests
This plan
4 pooled trusts
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
87
Total plan cost
65
Vendor stack
80
Participation health
80
Knocking points off
- Top holding "Collective Investment Trusts * PIMCO Investments LLC PIMCO RealPath Blend 2035 CIT Class U Fund" is 26% of plan.
- 124 bps in Schedule C fees — 139% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- 62% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DATAMARK INCORPORATED.
Plan sponsor
Name
DATAMARK INCORPORATED
EIN
74-2559595
Address
123 W MILLS AVE · SUITE 400 · EL PASO, TX · 799011674
Phone
(915) 242-6222
Industry
Professional & Technical Servicessee 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
2025-09-24
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SBNG, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $16K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $30K | — |
Investments
19 direct securities · 4 pooled funds· $6.7M(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
$3.3M
18 holdings
Common Collective Trust
$3.3M
4 holdings
Mutual Funds
$105K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PIMCO REALPATH BL INC CLASS U SEI TRUST COMPANY · EIN 27-0834899 / PN 035 | Common Collective Trust | — | — | $3.0M | 81.2% | |
| Collective Investment Trusts * PIMCO Investments LLC PIMCO RealPath Blend 2035 CIT Class U Fund | — | — | — | $970K | 25.9% | |
| PIMCO Investments LLC PIMCO RealPath Blend 2045 CIT Class U Fund | — | — | — | $579K | 15.5% | |
| PIMCO Investments LLC PIMCO RealPath Blend 2030 CIT Class U Fund | — | — | — | $449K | 12.0% | |
| PIMCO Investments LLC PIMCO RealPath Blend 2040 CIT Class U Fund | — | — | — | $393K | 10.5% | |
| AB US LG CP GR CIT W SRS CL U GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $226K | 6.0% | |
| PIMCO Investments LLC PIMCO RealPath Blend 2055 CIT Class U Fund | — | — | — | $212K | 5.7% | |
| PIMCO Investments LLC PIMCO RealPath Blend 2050 CIT Class U Fund | — | — | — | $154K | 4.1% | |
| s * Thornburg Investment Management Thornburg International Equity R6 Fund | Mutual Funds | — | — | $105K | 2.8% | |
| PIMCO Investments LLC PIMCO RealPath Blend 2060 CIT Class U Fund | — | — | — | $97K | 2.6% | |
| PIMCO Investments LLC PIMCO RealPath Blend 2025 CIT Class U Fund | — | — | — | $86K | 2.3% | |
| (E) | — | — | — | $86K | 2.3% | |
| PIMCO Investments LLC PIMCO Income Institutional Fund | — | — | — | $75K | 2.0% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $68K | 1.8% | |
| PIMCO Investments LLC PIMCO RealPath Blend Income CIT Class U Fund | — | — | — | $65K | 1.7% | |
| Participant Loans Participant loans, secured by participant vested benefits (interest | — | — | — | $46K | 1.2% | |
| PIMCO Investments LLC PIMCO RealPath Blend 2065 CIT Class U Fund | — | — | — | $35K | 0.9% | |
| Fidelity Investments Fidelity Advisor High Income Advantage Z Fund | — | — | — | $20K | 0.5% | |
| Funds Held in Insurance Company General Account * Principal Trust Company Fixed Income Guaranteed Option | — | — | — | $10K | 0.3% | |
| EAGLE MID CAP GROWTH CIT CL 4 CARILLON EAGLE MID CAP GROWTH CIT · EIN 83-0524193 / PN 004 | Common Collective Trust | — | — | $4K | 0.1% | |
| Prudential Financial, Inc PGIM Jennison Small Company R6 Fund | — | — | — | $2K | <0.1% | |
| COHEN & STEERS U.S. REALTY U SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $1K | <0.1% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $1K | <0.1% |
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