Plan Snapshot
- Plan Sponsor: Drm, INC.
- Sponsor EIN: 421092759
- Sponsor Address: 5324 NORTH 134TH AVENUE, OMAHA, NE, 68164
- Plan Type: 401(k)
- Total Participants: 533
- Total Assets: $3.3M
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 | 533 | $3.3M | $36,488 | $293,862 |
| 2023 | 533 | $3.9M | $49,707 | $340,659 |
| 2022 | 470 | $3.3M | $49,195 | $342,855 |
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 |
|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | ADVISOR | $6,702 | — | $6,702 |
| LUTZ & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUTZ & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,702
- Estimated Expense Ratio: 0.204% 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 | $11,470 | $6,702 | $4,768 | — | — |
| 2023 | $14,545 | $8,920 | $5,625 | — | — |
| 2022 | $16,396 | $11,977 | $4,419 | — | — |