AUMdb

Drs Holdings Incentive Savings Plan

Sponsored by Drs Holdings, Llc, Dba Daida · EIN 611870945 · Plan #001

Total assets
$1.5M
Net assets
$1.5M
Active participants
128
With balances
91

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
Stadion Money Management, Llc CRD 112608 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Stadion Money Management Investment advisory (participants), Direct payment from the plan $4,997
United Of Omaha Other fees, Direct payment from the plan, Investment management fees (indirect) $2,000
Ascensus Llc Recordkeeping fees, Other fees, Participant loan processing $906
Mutual Of Omaha Other services, Other insurance wrap fees $0