Plan Snapshot
- Plan Sponsor: Datastax, INC.
- Sponsor EIN: 272254206
- Sponsor Address: 2755 AUGUSTINE DRIVE, SANTA CLARA, CA, 95054
- Plan Type: DC
- Total Participants: 354
- Total Assets: $49.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 354 | $49.1M | $85 | $5.2M |
| 2023 | 346 | $41.4M | $0 | $5.5M |
| 2022 | 393 | $34.6M | $0 | $6.2M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $46,528 | — | $46,528 |
| SENSIBA LLP | ACCOUNTANT/AUDITOR | $7,874 | — | $7,874 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- SENSIBA LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,402
- Estimated Expense Ratio: 0.111% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $54,402 | — | $300 | $7,874 | — |
| 2023 | $31,777 | — | — | — | — |
| 2022 | $3,075 | — | — | — | — |