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Original filing (PDF)20250715052400NAL0001353171001
DATADIRECT NETWORKS, INC.
Form 5500
FILING_RECEIVED
DATADIRECT NETWORKS, INC. PROFIT SHARING 401(K) PLAN
401(k) retirement plan
Active participants
485
Accounts w/ balance
547
Plan assets (EOY)
$66.0M
Net assets (EOY)
$66.0M
How this plan invests
This plan
1 pooled trust
Schedule D
29 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DATADIRECT NETWORKS, INC..
Plan sponsor
Name
DATADIRECT NETWORKS, INC.
EIN
95-4164579
Address
9351 DEERING AVENUE · CHATSWORTH, CA · 91311
Phone
(818) 736-4127
Industry
Manufacturingsee 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
2025-07-15
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
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $57K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | INVESTMENT ADVISOR | $36K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION ASSURANCE LLP | 30-0840934 | — | ACCOUNTANT | $13K | — |
Investments
28 direct securities · 1 pooled fund· $65.4M(99% of reported assets)
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.
Registered Investment Companies
$62.5M
28 holdings
Common Collective Trust
$2.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $12.7M | 19.2% | |
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $6.8M | 10.3% | |
| NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $5.0M | 7.6% | |
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $4.5M | 6.7% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $3.8M | 5.8% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $3.8M | 5.8% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $3.3M | 5.0% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $3.2M | 4.8% | |
| PUTNAM STABLE VALUE FUND - 20 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.8M | 4.3% | |
| T ROWE PRICE GROWTH STOCK I | Registered Investment Companies | — | — | $2.7M | 4.2% | |
| NUV LIFECYCLE IDX RET INC R6 | Registered Investment Companies | — | — | $2.3M | 3.4% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $2.1M | 3.1% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $2.0M | 3.0% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $1.8M | 2.7% | |
| PUTNAM LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $1.8M | 2.7% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $1.4M | 2.2% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $1.2M | 1.8% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $873K | 1.3% | |
| JANUS HEND MID CAP VALUE FD N | Registered Investment Companies | — | — | $818K | 1.2% | |
| AMC SMALL CAP GROWTH - R6 | Registered Investment Companies | — | — | $806K | 1.2% | |
| VAN INTERNATIONAL VALUE - INV | Registered Investment Companies | — | — | $506K | 0.8% | |
| FIDELITY ADVISOR STRAT INC Z | Registered Investment Companies | — | — | $324K | 0.5% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $322K | 0.5% | |
| PIMCO TOTAL RETURN FUND - INST | Registered Investment Companies | — | — | $248K | 0.4% | |
| NUVEEN LC INDEX 2020 R6 | Registered Investment Companies | — | — | $133K | 0.2% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $126K | 0.2% | |
| BLACKROCK FEDFUND - PREMIER | Registered Investment Companies | — | — | $29K | <0.1% | |
| NUVEEN LC INDEX 2010 R6 | Registered Investment Companies | — | — | $5K | <0.1% | |
| NUVEEN LC INDEX 2015 R6 | Registered Investment Companies | — | — | $2K | <0.1% |