The Drees Company Profit Sharing Plan
Sponsored by The Drees Company · EIN 610675670 · Plan #001
- Total assets
- $160M
- Net assets
- $160M
- Active participants
- 825
- With balances
- 1,025
Plan year beginning 04/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $106,558 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $71,168 |
| Highland Consulting Associates, In | Consulting (general) | $38,466 |
| Dean Dorton | Accounting | $26,000 |
| Bricker Graydon Llp | Legal | $21,744 |