Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DATA SYSTEMS ANALYSTS, INC.
EIN 22-1728863Latest filing 2025
Plans
3
Retirement
2
$105.2M assets
Welfare
1
$1.8M premiums
Participants
1,646
8 NESHAMINY INTERPLEX DRIVE, SUITE 209 - TREVOSE, PA 190536944215-245-4800
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $105.2M assets / 1,261 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
69%top
- THE VANGUARD GROUP, INC.69%
- (Not disclosed)31%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.8M premiums / 557 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$1.0M
- Dental$352K
- Other$173K
- Life$124K
- Long-term disability$115K
- Short-term disability$86K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
56%top
- SUN LIFE ASSURANCE COMPANY OF CANADA56%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY21%
- THE STANDARD20%
- METROPOLITAN LIFE INSURANCE COMPANY4%
- HM LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
100%top
- CORPORATE SYNERGIES GROUP LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
DATA SYSTEMS ANALYSTS, INC. CASH OR DEFERRAL PLAN
401k
Assets$72.9M
Participants692
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DATA SYSTEMS ANALYSTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$32.3M
Participants569
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
DATA SYSTEMS ANALYSTS, INC. EMPLOYEE BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY
Premiums$1.8M
Covered lives557
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | DATA SYSTEMS ANALYSTS, INC. CASH OR DEFERRAL PLAN | 401k | $72.9M | 692 | 2024 | |
| 002 | DATA SYSTEMS ANALYSTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $32.3M | 569 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | DATA SYSTEMS ANALYSTS, INC. EMPLOYEE BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY | $1.8M | 557 | 2025 |
Retirement plans
Welfare plans