Drm, Inc. 401(k) Plan
Sponsored by Drm, Inc. · EIN 421092759 · Plan #001
- Total assets
- $3.3M
- Net assets
- $3.3M
- Active participants
- 533
- With balances
- 115
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners, Llc | Investment advisory (plan), Direct payment from the plan | $6,702 |
| Newport Group, Inc. | Recordkeeping, Recordkeeping fees, Other fees | $4,767 |