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Original filing (PDF)20251014170302NAL0003348961001
FEDEX DATAWORKS, INC.
Form 5500
FILING_RECEIVED
SHOPRUNNER, INC. RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
114
Accounts w/ balance
258
Plan assets (EOY)
$15.8M
Net assets (EOY)
$15.8M
How this plan invests
This plan
33 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 (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FEDEX DATAWORKS, INC..
Plan sponsor
Name
FEDEX DATAWORKS, INC.
EIN
87-1450120
Address
942 SOUTH SHADY GROVE ROAD · MEMPHIS, TN · 38120
Phone
(618) 980-1862
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | TRUSTEE | $24K | — |
Investments
33 direct securities· $15.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard lnstl Target Retirement 2055 Registered Investment Company | — | — | — | $2.6M | 16.7% | |
| Vanguard 500 Index Adm Registered Investment Company | — | — | — | $2.5M | 15.9% | |
| Vanguard lnstl Target Retirement 2050 Registered Investment Company | — | — | — | $2.0M | 12.6% | |
| Vanguard lnstl Target Retirement 2040 Registered Investment Company | — | — | — | $1.7M | 10.5% | |
| Vanguard lnstl Target Retirement 2045 Registered Investment Company | — | — | — | $1.6M | 10.1% | |
| JPMorgan Growth Advantage R6 Registered Investment Company | — | — | — | $1.2M | 7.6% | |
| Vangurad Extended Market Index Adm Registered Investment Company | — | — | — | $661K | 4.2% | |
| Vanguard lnstl Target Retirement 2060 Registered Investment Company | — | — | — | $638K | 4.0% | |
| Vanguard lnstl Target Retirement 2035 Registered Investment Company | — | — | — | $494K | 3.1% | |
| Vanguard Equity Income Adm Registered Investment Company | — | — | — | $436K | 2.8% | |
| DFA U.S. Small Cap Portfolio I Registered Investment Company | — | — | — | $235K | 1.5% | |
| Vanguard lnstl Target Retirement 2030 Registered Investment Company | — | — | — | $212K | 1.3% | |
| American Funds EuroPacific Gr R6 Registered Investment Company | — | — | — | $198K | 1.3% | |
| Vanguard lnstl Target Retirement 2065 Registered Investment Company | — | — | — | $192K | 1.2% | |
| Vanguard Total Intl Stock Index Adm Registered Investment Company | — | — | — | $169K | 1.1% | |
| JPMorgan Core Plus Bond R6 Registered Investment Company | — | — | — | $156K | 1.0% | |
| Vanguard FTSE Social Index Adm Registered Investment Company | — | — | — | $146K | 0.9% | |
| DFA Global Real Estate Securities Registered Investment Company | — | — | — | $121K | 0.8% | |
| PIMCO Income lnstl Registered Investment Company | — | — | — | $117K | 0.7% | |
| Vanguard Federal Money Market Inv Interest Bearing Cash | — | — | — | $111K | 0.7% | |
| DFA Emerging Markets Core Equity I Registered Investment Company | — | — | — | $69K | 0.4% | |
| Vanguard lnstl Target Retirement 2025 Registered Investment Company | — | — | — | $58K | 0.4% | |
| Vanguard Balanced Index Adm Registered Investment Company | — | — | — | $46K | 0.3% | |
| DFA Intl Small Cap Value Portf lnstl Registered Investment Company | — | — | — | $37K | 0.2% | |
| AQR Multi-Asset R6 Registered Investment Company | — | — | — | $34K | 0.2% | |
| Participant Loans Interest rate at 4.50% - 8.00% | — | — | — | $29K | 0.2% | |
| DFA Short-Duration Real Return Instl Registered Investment Company | — | — | — | $29K | 0.2% | |
| BlackRock High Yield Bond K Registered Investment Company | — | — | — | $17K | 0.1% | |
| The Vanguard Group Target Retirement 2055 | — | — | — | $3K | <0.1% | |
| The Vanguard Group 500 Index Adm | — | — | — | $3K | <0.1% | |
| The Vanguard Group Target Retirement 2050 | — | — | — | $2K | <0.1% | |
| The Vanguard Group Target Retirement 2040 | — | — | — | $2K | <0.1% | |
| The Vanguard Group Target Retirement 2045 | — | — | — | $2K | <0.1% |
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