Plan Snapshot
- Plan Sponsor: Datum Software
- Sponsor EIN: 582015603
- Sponsor Address: 12000 FINDLEY RD STE 350, JOHNS CREEK, GA, 30097
- Plan Type: 401(k)
- Total Participants: 107
- Total Assets: $11.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 107 | $11.1M | $260,804 | $1.3M |
| 2023 | 170 | $10.1M | $259,345 | $1.3M |
| 2022 | 206 | $9.6M | $271,819 | $1.5M |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | Investment Advisor | $18,880 | — | $18,880 |
| ADP, INC. | Recordkeeper | $16,882 | — | $16,882 |
| WELLS FARGO ADVISORS FINANCIAL NETW | Investment Advisor | $7,055 | — | $7,055 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES, INC. — Investment Advisor
- ADP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,817
- Estimated Expense Ratio: 0.387% 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 | $42,819 | — | — | — | — |
| 2023 | $42,167 | — | — | — | — |
| 2022 | $43,493 | — | — | — | — |