# Dra Advisors LLC 401(k) Plan
Source: https://planprovider.pro/companies/dra-advisors-llc-401k-plan

> Dra Advisors LLC's 401(k) plan: 174 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Dra Advisors LLC

- **Sponsor EIN:** 331032314

- **Sponsor Address:** 575 FIFTH AVENUE, NEW YORK, NY, 10017

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 174

- **Total Assets:** $77.2M

## 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.|

| 2025|174|$77.2M|$0|$0|

| 2024|99|$65.2M|$617,407|$2.3M|

| 2023|98|$56.8M|$607,579|$2.2M|

| 2022|95|$50.3M|$526,901|$2.0M|

## 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|

| MERRILL LYNCH PIERCE FENNER & SMITH|Investment Advisor|$100,842|—|$100,842|

| RPW SOLUTIONS LLC|Recordkeeper|$10,168|—|$10,168|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $111,010

- **Estimated Expense Ratio:** 0.144% 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|

| 2025|$1,835,540|$100,842|$10,168|$3,150|—|

| 2024|$121,275|$86,800|$10,378|$21,840|—|

| 2023|$110,435|$76,272|—|$21,840|—|

| 2022|$40,823|$40,823|—|—|—|

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