# Datastax, INC. DC Plan
Source: https://planprovider.pro/companies/datastax-inc-plan

> Datastax, INC.&#39;s DC plan: 354 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [SENSIBA LLP](https://planprovider.pro/provider/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|—|—|—|—|

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