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Original filing (PDF)20231012094508NAL0021031283001
DATTO, INC.
Form 5500
FILING_RECEIVED
DATTO, INC. 401(K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
12 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DATTO, INC..
Plan sponsor
Name
DATTO, INC.
EIN
87-0806817
Address
101 MERRITT 7 · NORWALK, CT · 06851
Phone
(203) 822-7722
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-12
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
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $211K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LOCKTON INVESTMENT ADVISORS | 20-8874282 | — | INVESTMENT ADVISOR | $19K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $18K | — |
Investments
12 pooled funds· $0
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| FID FRDM INX 2065 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 169 | Common Collective Trust | $0 | — |
| FID FRDM INX 2030 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 080 | Common Collective Trust | $0 | — |
| FID FRDM INX 2040 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 082 | Common Collective Trust | $0 | — |
| FID FRDM INX 2055 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 112 | Common Collective Trust | $0 | — |
| FID FRDM INX 2025 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 079 | Common Collective Trust | $0 | — |
| FID FRDM INX 2060 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 146 | Common Collective Trust | $0 | — |
| FID FRDM INX INC Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 074 | Common Collective Trust | $0 | — |
| FID FRDM INX 2020 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 078 | Common Collective Trust | $0 | — |
| FID FRDM INX 2045 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 083 | Common Collective Trust | $0 | — |
| FID FRDM INX 2015 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 077 | Common Collective Trust | $0 | — |
| FID FRDM INX 2050 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 084 | Common Collective Trust | $0 | — |
| FID FRDM INX 2035 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 081 | Common Collective Trust | $0 | — |
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