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Original filing (PDF)20250925093648NAL0019069858001
DOCUMATION, INC.
Form 5500
FILING_RECEIVED
DOCUMATION 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
182
Accounts w/ balance
234
Plan assets (EOY)
$11.4M
Net assets (EOY)
$11.4M
How this plan invests
This plan
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 48 bps in Schedule C fees — 65% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DOCUMATION, INC..
Plan sponsor
Name
DOCUMATION, INC.
EIN
74-2569756
Address
4560 LOCKHILL SELMA · SUITE 100 · SAN ANTONIO, TX · 78249
Phone
(210) 341-4431
Industry
Wholesale Tradesee 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
2025-09-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ADKF, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIALS GROUP | 93-1253576 | — | NONE | $28K | — |
| SWBC INVESTMENT SERVICES, LLC | 20-1484586 | — | NONE | $26K | — |
Investments
19 direct securities· $11.1M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $2.4M | 21.3% | |
| Fidelity U.S. Bond Index Mutual Fund | — | — | — | $2.1M | 18.3% | |
| Fidelity Inter Index Fund Mutual Fund | — | — | — | $1.7M | 14.8% | |
| Standard Ins Co Stable Asset Fund D Insurance Contract | — | — | — | $1.1M | 9.5% | |
| AB Large Cap Growth Fund Class Z Mutual Fund | — | — | — | $1.0M | 9.0% | |
| Vanguard Equity Income Adm Mutual Fund | — | — | — | $929K | 8.2% | |
| Fidelity Small Cap Index Fund Instl Prem Mutual Fund | — | — | — | $583K | 5.1% | |
| MFS Mid Cap Growth R5 Mutual Fund | — | — | — | $349K | 3.1% | |
| Vanguard Wellington Admiral Mutual Fund | — | — | — | $336K | 3.0% | |
| Wells Fargo Advantage Spec MD CP Mutual Fund | — | — | — | $336K | 3.0% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $62K | 0.5% | |
| Vanguard Small Cap Growth Index Adm Mutual Fund | — | — | — | $50K | 0.4% | |
| Invesco Gold & Special Minerals Fund Mutual Fund | — | — | — | $45K | 0.4% | |
| Fidelity Real Estate Index Fund Mutual Fund | — | — | — | $40K | 0.4% | |
| Wells Fargo Special Small Cap Value Fund Mutual Fund | — | — | — | $24K | 0.2% | |
| Vanguard Emerging Mkts Stock Index Adm Mutual Fund | — | — | — | $19K | 0.2% | |
| Schwab Treasury Infl Protected Secs Index Mutual Fund | — | — | — | $5K | <0.1% | |
| TIAA-Cref Social Choice Intern Equ Instl Mutual Fund | — | — | — | $4K | <0.1% | |
| Prudential Total Return Bond Mutual Fund | — | — | — | $3K | <0.1% |
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