Plan Snapshot
- Plan Sponsor: Drt Holdings, LLC
- Sponsor EIN: 263788982
- Sponsor Address: 9025 CENTRE POINTE DR., SUITE 120, WEST CHESTER, OH, 45069
- Plan Type: 401(k)
- Total Participants: 526
- Total Assets: $55.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 526 | $55.1M | $1.1M | $3.1M |
| 2023 | 548 | $49.2M | $1.7M | $2.8M |
| 2022 | 572 | $43.5M | $772,960 | $2.2M |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | SERVICE PROVIDER | $100,504 | — | $100,504 |
| KESTRA ADVISORY SERVICES LLC | SERVICE PROVIDER | — | $52,418 | $52,418 |
| ESLER & VANDERSCHAAL CO., L.P.A | SERVICE PROVIDER | $33,778 | — | $33,778 |
| RSM US LLP | AUDITOR | $25,500 | — | $25,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KESTRA ADVISORY SERVICES LLC — SERVICE PROVIDER
- RSM US LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $212,200
- Estimated Expense Ratio: 0.385% 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 | $159,782 | $4,171 | $108,318 | — | — |
| 2023 | $112,354 | — | $79,304 | — | — |
| 2022 | $147,096 | — | — | — | — |