Plan Snapshot
- Plan Sponsor: Draper And Kramer
- Sponsor EIN: 363801378
- Sponsor Address: 55 E MONROE SUITE 3900, CHICAGO, IL, 60603
- Plan Type: 401(k)
- Total Participants: 182
- Total Assets: $49.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 182 | $49.0M | $195,433 | $1.8M |
| 2023 | 575 | $74.4M | $253,979 | $4.7M |
| 2022 | 723 | $67.0M | $680,775 | $7.0M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | $13,125 | — | $13,125 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,125
- Estimated Expense Ratio: 0.027% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $205,424 | — | — | $13,125 | — |
| 2023 | $203,546 | $33,943 | $132,593 | $15,750 | — |
| 2022 | $226,752 | $72,522 | $123,005 | — | $30,000 |