How big is Documation, Inc.'s plan?

Documation, Inc.'s plan reported $11.4M in assets and 182 participants for 2024.

Original filing (PDF)20250925093648NAL0019069858001

Documation, Inc.

Name: Documation, Inc. — Documation 401(k) Retirement Plan, Form 5500 (2024)
Creator: Documation, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Documation 401(k) Retirement Plan

401(k) retirement plan · Documation, Inc.'s Documation 401(k) Retirement Plan held $11.4M in plan assets for 182 participants in 2024, with The Standard (StanCorp) as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

182

Accounts w/ balance

234

Plan assets (EOY)

$11.4M

Net assets (EOY)

$11.4M

Plan identifiers

Documation, Inc.'s EIN is 74-2569756.

EIN 74-2569756

Plan number 001

Plan year 2024

ACK ID 20250925093648NAL0019069858001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Documation, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Documation, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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

Above-average plan

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (24th percentile).

Plan sponsor

Name

DOCUMATION, INC.

EIN

all filings

Address

4560 LOCKHILL SELMA · SUITE 100 · SAN ANTONIO, TX · 78249

Phone

(210) 341-4431

Industry

Wholesale Trade

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIALS GROUP	93-1253576	—	NONE	$28K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
SWBC INVESTMENT SERVICES, LLC	20-1484586	—	NONE	$26K	—

Investments

19 direct securities· $11.1M(97% of reported assets)

Common Collective Trusts

$4.8M

5 holdings

Mutual Funds

$3.8M

9 holdings

Other securities

$1.4M

4 holdings

Common Stocks

$1.1M

1 holding

					% of plan
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$2.4M	21.3%
Fidelity U.S. Bond Index Mutual Fund	Mutual Funds	—	—	$2.1M	18.3%
Fidelity Inter Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.7M	14.8%
Standard Ins Co Stable Asset Fund D Insurance Contract	Common Stocks	—	—	$1.1M	9.5%
AB Large Cap Growth Fund Class Z Mutual Fund	Other securities	—	—	$1.0M	9.0%
Vanguard Equity Income Adm Mutual Fund	Mutual Funds	—	—	$929K	8.2%
Fidelity Small Cap Index Fund Instl Prem Mutual Fund	Common Collective Trusts	—	—	$583K	5.1%
MFS Mid Cap Growth R5 Mutual Fund	Mutual Funds	—	—	$349K	3.1%
Vanguard Wellington Admiral Mutual Fund	Mutual Funds	—	—	$336K	3.0%
Wells Fargo Advantage Spec MD CP Mutual Fund	Other securities	—	—	$336K	3.0%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$62K	0.5%
Vanguard Small Cap Growth Index Adm Mutual Fund	Mutual Funds	—	—	$50K	0.4%
Invesco Gold & Special Minerals Fund Mutual Fund	Mutual Funds	—	—	$45K	0.4%
Fidelity Real Estate Index Fund Mutual Fund	Common Collective Trusts	—	—	$40K	0.4%
Wells Fargo Special Small Cap Value Fund Mutual Fund	Other securities	—	—	$24K	0.2%
Vanguard Emerging Mkts Stock Index Adm Mutual Fund	Mutual Funds	—	—	$19K	0.2%
Schwab Treasury Infl Protected Secs Index Mutual Fund	Mutual Funds	—	—	$5K	<0.1%
TIAA-Cref Social Choice Intern Equ Instl Mutual Fund	Mutual Funds	—	—	$4K	<0.1%
Prudential Total Return Bond Mutual Fund	Other securities	—	—	$3K	<0.1%