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Original filing (PDF)20251015094721NAL0008914226001
DATIX USA INC.
Form 5500
FILING_RECEIVED
RLDATIX 401(K) PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
829
Accounts w/ balance
700
Plan assets (EOY)
$52.8M
Net assets (EOY)
$52.8M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
Knocking points off
- Top holding "[DFE: AMERITAS LIFE INSURANCE CORP SEPARATE ACCOUNT G (extraction pending)]" is 100% of plan.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DATIX USA INC..
Plan sponsor
Name
DATIX USA INC.
EIN
99-0365812
Address
311 SOUTH WACKER DRIVE, SUITE 4900 · CHICAGO, IL · 60606
Phone
(312) 724-7776
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WEISS & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP. | 47-0098400 | — | RECORDKEEPER | $0 | — |
Investments
1 pooled fund· $631K(1% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERITAS SEPARATE ACCOUNT G AMERITAS LIFE INSURANCE CORP. · EIN 47-0098400 / PN 003 | Pooled Separate Account | — | — | $631K | 1.2% |
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