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Original filing (PDF)20251003183807NAL0000962515001
DATA ANALYSIS, INC.
Form 5500
FILING_RECEIVED
DATA ANALYSIS, INC. INVESTMENT PLAN AND TRUST
401(k) retirement plan
Active participants
787
Accounts w/ balance
1,560
Plan assets (EOY)
$89.8M
Net assets (EOY)
$89.8M
How this plan invests
This plan
9 pooled trusts
Schedule D
46 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (6 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DATA ANALYSIS, INC..
Plan sponsor
Name
DATA ANALYSIS, INC.
EIN
95-3936696
Address
12655 BEATRICE STREET · LOS ANGELES, CA · 90066
Phone
(310) 448-6800
Industry
Management of Companies / Holdingssee 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
2025-10-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WARREN AVERETT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | RECORD KEEPER | $28K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $23K | — |
| MORNINGSTAR | 36-3297908 | — | SERVICE PROVIDER | $0 | — |
Investments
41 direct securities · 9 pooled funds· $169.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$79.9M
4 holdings
Uncategorized
$79.4M
39 holdings
Guaranteed Income / GIC
$4.9M
1 holding
Pooled Separate Accounts
$4.7M
1 holding
Common Collective Trust
$761K
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $79.7M | 88.8% | |
| JPMorgan Large Cap Grw Fund R6 Mutual fund | — | — | — | $20.6M | 22.9% | |
| American Funds Fundamental Inv R6 Mutual fund | — | — | — | $7.1M | 8.0% | |
| Voya Target Retirement 2035 Fund Mutual fund | — | — | — | $5.2M | 5.8% | |
| * Voya Fixed Account Insurance company general account | Guaranteed Income / GIC | — | — | $4.9M | 5.4% | |
| Variable Annuity Account D * Voya Large Cap Growth Fund 8 Common collective trust fund | Pooled Separate Accounts | — | — | $4.7M | 5.3% | |
| Voya Target Retirement 2045 Fund Mutual fund | — | — | — | $3.8M | 4.2% | |
| Voya Target Retirement 2025 Fund Mutual fund | — | — | — | $3.5M | 3.9% | |
| Voya Fixed Account (4062) Insurance company general account | — | — | — | $3.4M | 3.8% | |
| American Funds Wash Mutual R6 Mutual fund | — | — | — | $3.1M | 3.5% | |
| Vanguard Mid-Cap Index Fund Adm Mutual fund | — | — | — | $2.8M | 3.1% | |
| Voya Target Retirement 2040 Fund Mutual fund | — | — | — | $2.7M | 3.1% | |
| American Funds Am Balanced R6 Mutual fund | — | — | — | $2.2M | 2.5% | |
| Voya Target Retirement 2050 Fund Mutual fund | — | — | — | $2.0M | 2.2% | |
| Voya Mid-cap Growth Equity Fund 8 Common collective trust fund | — | — | — | $2.0M | 2.2% | |
| PGIM High-Yield Fund R6 Mutual fund | — | — | — | $2.0M | 2.2% | |
| Voya Target Retirement 2055 Fund Mutual fund | — | — | — | $1.9M | 2.1% | |
| DFA Emerging Markets Portfolio Inst Mutual fund | — | — | — | $1.8M | 2.0% | |
| Inv Opp Intl Growth Fund R6 Mutual fund | — | — | — | $1.7M | 1.9% | |
| Clr Brg Sm Cap Growth Fund IS Mutual fund | — | — | — | $1.7M | 1.9% | |
| VY JPMorgan Sm Cap Core Equity Port R6 Mutual fund | — | — | — | $1.6M | 1.8% | |
| Voya Target Retirement 2030 Fund Mutual fund | — | — | — | $1.5M | 1.7% | |
| MFS Mid-Cap Value Fund R6 Mutual fund | — | — | — | $1.5M | 1.6% | |
| Voya Target Retirement 2060 Fund Mutual fund | — | — | — | $1.4M | 1.6% | |
| Voya Intermediate Bond Fund R6 Mutual fund | — | — | — | $1.2M | 1.3% | |
| Inv Opp Main Street Fund R6 Mutual fund | — | — | — | $1.0M | 1.1% | |
| DFA Real Estate Securities Port Inst Mutual fund | — | — | — | $859K | 1.0% | |
| various maturity dates | — | — | — | $840K | 0.9% | |
| PIMCO Real Return Fund Inst Mutual fund | — | — | — | $763K | 0.8% | |
| VOYA LIFETIME INCOME PROTECTION2045 VOYA INVESTMENT TRUST CO · EIN 71-0294708 / PN 058 | Common Collective Trust | — | — | $543K | 0.6% | |
| Voya Target In Retirement Fund R6 Mutual fund | — | — | — | $421K | 0.5% | |
| Voya Target Retirement 2065 Fund R6 Mutual fund | — | — | — | $375K | 0.4% | |
| VY Columbia Sm Cap Val II P R6 Mutual fund | — | — | — | $297K | 0.3% | |
| VOYA LIFETIME INCOME PROTECTION2040 VOYA INVESTMENT TRUST CO · EIN 71-0294708 / PN 081 | Common Collective Trust | — | — | $183K | 0.2% | |
| AXA SEPERATE ACCOUNT 12-001 AXA EQUITABLE LIFE INSURANCE CO · EIN 13-5570651 / PN 000 | Pooled Separate Account | — | — | $92K | 0.1% | |
| Voya Lifetime Inc Protection 2030 II Common collective trust fund | — | — | — | $66K | <0.1% | |
| NATIONWIDE SEPARATE ACCOUNT 100 NATIONWIDE LIFE INSURANCE CO · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $62K | <0.1% | |
| Voya Lifetime Inc Protection 2030 II Common collective trust fund | — | — | — | $40K | <0.1% | |
| VARIABLE ANNUITY ACCOUNT 200 VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $22K | <0.1% | |
| Voya Gov Money Mkt Fund A (hold Acct) Mutual fund | — | — | — | $22K | <0.1% | |
| Variable Annuity Account 200 Voya Lifetime Inc Protection 2025 II Common collective trust fund 781 Voya Lifetime Inc Protection 2030 II Common collective trust fund | — | — | — | $22K | <0.1% | |
| VOYA LIFETIME INCOME PROTECTION2050 VOYA INVESTMENT TRUST CO · EIN 71-0294708 / PN 070 | Common Collective Trust | — | — | $18K | <0.1% | |
| Voya Lifetime Inc Protection 2040 II Common collective trust fund | — | — | — | $13K | <0.1% | |
| Voya Lifetime Inc Protection 2040 II Common collective trust fund | — | — | — | $12K | <0.1% | |
| Voya Lifetime Inc Protection 2035 II Common collective trust fund | — | — | — | $10K | <0.1% | |
| VOYA LIFETIME INCOME PROTECTION2030 VOYA INVESTMENT TRUST CO · EIN 71-0294708 / PN 083 | Common Collective Trust | — | — | $9K | <0.1% | |
| VOYA LIFETIME INCOME PROTECTION2035 VOYA INVESTMENT TRUST CO · EIN 71-0294708 / PN 056 | Common Collective Trust | — | — | $7K | <0.1% | |
| Voya Lifetime Inc Protection 2035 II Common collective trust fund | — | — | — | $6K | <0.1% | |
| AXA Equitable Separate Account 12-001 Voya Lifetime Inc Protection 2025 II Common collective trust fund | — | — | — | $4K | <0.1% | |
| Nationwide Separate Account 100 Voya Lifetime Inc Protection 2025 II Common collective trust fund | — | — | — | $2K | <0.1% |