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Original filing (PDF)20250904110352NAL0027307920001
DATABANK HOLDINGS, LTD.
Form 5500
FILING_RECEIVED
DATABANK HOLDINGS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
858
Accounts w/ balance
950
Plan assets (EOY)
$37.3M
Net assets (EOY)
$37.3M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DATABANK HOLDINGS, LTD..
Plan sponsor
Name
DATABANK HOLDINGS, LTD.
EIN
83-0409949
Address
400 S AKARD ST STE 100 · DALLAS, TX · 752025326
Phone
(214) 646-1939
Industry
All Other Professional Services· 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
2025-09-04
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
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
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $12K | — |
| AMERICAN FUNDS | 95-1411037 | — | NONE | $0 | — |
Investments
26 direct securities· $37.3M(100% of reported assets)
Uncategorized
$35.9M
25 holdings
Mutual Funds
$1.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2040 149,430 shares | — | — | $149K | $4.6M | 12.3% | |
| T. Rowe Price Retirement 2035 208,834 shares | — | — | $209K | $4.4M | 11.8% | |
| T. Rowe Price Equity Index 500 27,194 shares | — | — | $27K | $4.2M | 11.3% | |
| T. Rowe Price Retirement 2050 208,421 shares | — | — | $208K | $3.9M | 10.6% | |
| T. Rowe Price Retirement 2045 157,993 shares | — | — | $158K | $3.5M | 9.4% | |
| T. Rowe Price Retirement 2030 102,993 shares | — | — | $103K | $2.6M | 7.1% | |
| T. Rowe Price Retirement 2055 98,234 shares | — | — | $98K | $2.0M | 5.2% | |
| T. Rowe Price Retirement 2060 90,758 shares | — | — | $91K | $1.5M | 4.0% | |
| T. Rowe Price Retirement 2025 88,156 shares | — | — | $88K | $1.5M | 3.9% | |
| s * T. Rowe Price New Horizons 25,503 shares | Mutual Funds | — | $26K | $1.4M | 3.8% | |
| T. Rowe Price Capital Appreciation 31,231 shares | — | — | $31K | $1.1M | 2.9% | |
| Various maturity dates through 2051, * Participant Loans interest rates range 4.25%–9.5% | — | — | — | $1.0M | 2.7% | |
| American Funds New World R6 10,479 shares | — | — | $10K | $807K | 2.2% | |
| American Funds Bond Fund of MAER R6 65,201 shares | — | — | $65K | $726K | 1.9% | |
| T. Rowe Price International Equity Index 45,729 shares | — | — | $46K | $717K | 1.9% | |
| T. Rowe Price Equity Income 19,705 shares | — | — | $20K | $683K | 1.8% | |
| T. Rowe Price Small-cap Value 1,023 shares | — | — | $1K | $540K | 1.4% | |
| T. Rowe Price Government Money Inv 326,545 shares | — | — | $327K | $530K | 1.4% | |
| T. Rowe Price Extended Equity Market Index 15,034 shares | — | — | $15K | $493K | 1.3% | |
| T. Rowe Price Retirement 2065 32,874 shares | — | — | $33K | $423K | 1.1% | |
| T. Rowe Price U.S. Bond Index 29,837 shares | — | — | $30K | $283K | 0.8% | |
| T. Rowe Price Retirement 2020 12,715 shares | — | — | $13K | $237K | 0.6% | |
| T. Rowe Price Retirement Balanced Inv 4,416 shares | — | — | $4K | $59K | 0.2% | |
| T. Rowe Price Retirement 2005 2,595 shares | — | — | $3K | $31K | <0.1% | |
| T. Rowe Price Retirement 2010 1,808 shares | — | — | $2K | $27K | <0.1% | |
| T. Rowe Price Retirement 2015 1,779 shares | — | — | $2K | $22K | <0.1% |