Drum Workshop, Inc. 401(k) Profit Sharing Plan
Sponsored by Drum Workshop, Inc. · EIN 953191311 · Plan #001
- Total assets
- $17.9M
- Net assets
- $17.9M
- Active participants
- 184
- With balances
- 248
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 |
|---|---|---|
| Ifp Advisors, Llc CRD 125112 | deterministic · 100% | 2024 |
| Consolidated Portfolio Review Corp CRD 112694 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $28,038 |
| Ifp Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $17,500 |
| Consolidated Portfolio Review Corp | Investment advisory (plan), Direct payment from the plan | $12,500 |
| Fiduciary Outsourcing, Llc | Named fiduciary, Direct payment from the plan | $7,040 |