How big is Data Financial, Inc.'s plan?

Data Financial, Inc.'s plan reported $6.3M in assets and 61 participants for 2024.

Original filing (PDF)20250929111259NAL0011229601001

Data Financial, Inc.

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

Form 5500-SF

FILING_RECEIVED

Data Financial, Inc. 401(k) Plan

401(k) retirement plan · Data Financial, Inc.'s Data Financial, Inc. 401(k) Plan held $6.3M in plan assets for 61 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.3M

Net assets (EOY)

$6.3M

People on this filing

MARC a MASI signed Data Financial, Inc.'s 2024 Form 5500 as plan administrator.

MARC a MASI — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Data Financial, Inc.'s EIN is 82-4902705.

EIN 82-4902705

Plan number 001

Plan year 2024

ACK ID 20250929111259NAL0011229601001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DATA FINANCIAL, INC..

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off