Dra Advisors Llc 401(k) Profit Sharing Plan
Sponsored by Dra Advisors Llc · EIN 331032314 · Plan #001
- Total assets
- $65.2M
- Net assets
- $65.2M
- Active participants
- 99
- With balances
- 167
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | Investment advisory (plan) | $86,800 |
| Mazars Usa Llp | Accounting | $21,840 |
| Rpw Solutions Llc | Contract administrator, Consulting (pension), Participant loan processing | $10,378 |