Data Recognition 401(k) match, vesting and fees
What Data Recognition's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Oneamerica Retirement Services, LLC | Schedule C ↗ |
| Independent auditor | Copeland Buhl & Company Pllp (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 235 defined-contribution plans in information with 1,000 to 4,999 participants.
| Data Recognition: employer contribution per participant | $2,090 | |
| Peer median | $2,212 |
| Data Recognition: average balance | $144,475 | |
| Peer median | $99,173 |
| Data Recognition: admin expenses ÷ assets | 0.07% | |
| Peer median | 0.09% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $172M at the end of plan year 2021 to $206M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,452 | $206M | $3M | $2,090 | 0.07% | Not published | Form 5500 ↗ |
| 2023 | 1,491 | $178M | $2.8M | $1,907 | 0.07% | Not published | Form 5500 ↗ |
| 2022 | 1,468 | $141M | $2.7M | $1,963 | 0.12% | Not published | Form 5500 ↗ |
| 2021 | 1,437 | $172M | $2.5M | $1,823 | 0.06% | Not published | Form 5500 ↗ |
Common questions
Does Data Recognition match 401(k) contributions?
The match terms for the Data Recognition Corporation Employees' Benefits Plan and Trust have not been published from its filing yet. The plan year 2024 filing reports $3M in employer contributions, about $2,090 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Data Recognition 401(k) match vested?
The vesting schedule for the Data Recognition Corporation Employees' Benefits Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Data Recognition 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Oneamerica Retirement Services, LLC. The plan administrator is Data Recognition Corporation.
I left Data Recognition. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Data Recognition Corporation, (763) 268-2116) or the recordkeeper, Oneamerica Retirement Services, LLC. The Data Recognition old 401(k) page lists the contacts from every plan filing. Find an old Data Recognition 401(k)
Data from the public Form 5500 annual reports Data Recognition filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Data Recognition. Not financial advice. Report a correction · Methodology