Plan Ledger DOL Form 5500 · updated monthly

Datum Software401(k)

DATUM SOFTWARE 401(K) PLAN · JOHNS CREEK, GA · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

Datum Software reported $42,819 in plan administrative expenses for 2024: 0.41% of average plan assets, above the peer median. Employer contributions averaged $2,437 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 3 years on file its reported administrative ratio has held roughly steady near 0.405%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Georgia (1,178th of 2,160), and 7,669th of 11,654 in professional & technical services. In 2024, employees put in $5.01 for every $1.00 the employer contributed; active participation has shrunk from 206 to 107 since 2022.

Plan summary
Net assets, end of year$11,063,857
Participants with balances209
Active participants107
Employer contributions$260,804
Employee contributions$1,307,854
Employer contribution per active participant$2,437
Average account balance$52,937
Benefits paid to participants$2,107,803
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.1M · 209 accts · $261K emplr
2023$10.1M · 195 accts · $259K emplr
2022$9.6M · 192 accts · $272K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$42,819
Total administrative$42,819
The Datum Software 401(k) match · 2024
Employer contribution per active participant$2,437
Median for plans this size$2,416
2024$2,437 per active participant
2023$1,526 per active participant
2022$1,320 per active participant

Datum Software's 2024 employer contribution ran above the $2,416 median for plans its size. 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 · 20244
UBS FINANCIAL SERVICES, INC. · Recordkeeping · Trustee$18,880
ADP, INC. · Loan processing · Recordkeeping$16,882
WELLS FARGO ADVISORS FINANCIAL NETW · Recordkeeping · Trustee$7,055
ADP BROKER-DEALER · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP, UBS, Wells Fargo
2023ADP, UBS

This plan has changed recordkeepers within these filings. If you left Datum Software before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$42,819 · 0.41%
2023$42,167 · 0.43%
2022$43,493 · 0.41%
Same employer
Similar plansProfessional & Technical Services · Georgia
Geo-Hydro Engineers, Inc. GA$11.8M · 0.04%
Codemettle LLC GA$11.4M · 0.34%
Smart Source, LLC GA$11.1M · 0.52%
Bennett & Pless, Inc. GA$11.0M · 0.24%
Foy & Associates, PC GA$10.9M · 0.17%
Itineris NA, Inc. GA$10.9M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 582015603 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.