# Drt Holdings, LLC 401(k) Plan
Source: https://planprovider.pro/companies/drt-holdings-llc-401k-plan

> Drt Holdings, LLC's 401(k) plan: 526 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/sentinel-group) — SERVICE PROVIDER

- [RSM US LLP](https://planprovider.pro/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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/drt-holdings-llc-401k-plan)

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