Plan Ledger DOL Form 5500 · updated monthly

Datalink Service Fund Solutions, LLC401(k)

DATALINK SERVICE FUND SOLUTIONS, LLC 401(K) PLAN · TAMPA, FL · plan year 2024

Reported admin expense ratio · 2024
0.52%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Datalink Service Fund Solutions, LLC reported $46,005 in plan administrative expenses for 2024: 0.52% of average plan assets, below the peer median. Employer contributions averaged $10,989 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.88% to 0.52%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,778th-largest of 3,644 plans among Florida employers on file, and 8,006th of 11,654 in professional & technical services. In 2024, employees put in $1.96 for every $1.00 the employer contributed; active participation has shrunk from 163 to 53 since 2022.

Plan summary
Net assets, end of year$9,996,144
Participants with balances129
Active participants53
Employer contributions$582,403
Employee contributions$1,140,204
Employer contribution per active participant$10,989
Average account balance$77,489
Benefits paid to participants$1,600,412
Plan auditUnmodified (clean) audit opinion
AuditorELLIOT DAVIS LLC
Plan history3
Yearassets · accounts · employer contribution
2024$10.0M · 129 accts · $582K emplr
2023$7.8M · 152 accts · $614K emplr
2022$5.0M · 147 accts · $502K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,802
Investment management$32,203
Total administrative$46,005
The Datalink Service Fund Solutions, LLC 401(k) match · 2024
Employer contribution per active participant$10,989
Median for plans this size$1,313
2024$10,989 per active participant
2023$4,068 per active participant
2022$3,082 per active participant

Datalink Service Fund Solutions, LLC's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$26,778
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$13,802
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$5,425

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$46,005 · 0.52%
2023$50,088 · 0.78%
2022$44,559 · 0.88%
Same employer
Similar plansProfessional & Technical Services · Florida
Majority Strategies LLC FL$10.1M · 0.26%
Headlands Research, Inc. FL$10.1M · 0.57%
Eac Consulting, Inc. FL$10.0M · 0.77%
Iron Eaglex, Inc. FL$10.0M · 0.08%
Array US, Inc. FL$9.9M · 0.36%
Avalon HR LLC FL$9.9M · 0.68%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261991903 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.