# Drm, INC. 401(k) Plan
Source: https://planprovider.pro/companies/drm-inc-401k-plan-001-2759

> Drm, INC.&#39;s 401(k) plan: 533 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lutz-and-company-pc) — 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|—|—|

## Similar Plans

- [Golden Moments LLC](https://planprovider.pro/companies/golden-moments-llc-401k-plan) — 416 participants

- [Leonard Management](https://planprovider.pro/companies/leonard-management-401k-plan) — 701 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/drm-inc-401k-plan-001-2759)

&copy; 2026 PlanProvider.Pro
