# Drum Workshop, INC. 401(k) Plan
Source: https://planprovider.pro/companies/drum-workshop-inc-401k-plan

> Drum Workshop, INC.'s 401(k) plan: 184 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Drum Workshop, INC.

- **Sponsor EIN:** 953191311

- **Sponsor Address:** 3450 LUNAR COURT, OXNARD, CA, 93030

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

- **Total Participants:** 184

- **Total Assets:** $17.9M

## 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|184|$17.9M|$203,425|$1.2M|

| 2023|203|$15.2M|$197,142|$1.1M|

| 2022|206|$11.9M|$185,259|$1.0M|

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORD KEEPER|$28,038|—|$28,038|

| IFP ADVISORS, LLC|INVESTMENT ADVISORY-PLAN|$17,500|—|$17,500|

| CONSOLIDATED PORTFOLIO REVIEW CORP|INVESTMENT ADVISORY|$12,500|—|$12,500|

| FIDUCIARY OUTSOURCING, LLC|FIDUCIARY|$7,040|—|$7,040|

| GALGAS RUSSELL, LLP|Auditor|$7,040|—|$7,040|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $72,118

- **Estimated Expense Ratio:** 0.403% 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|$65,078|$30,000|—|$7,040|—|

| 2023|$56,950|$30,000|—|$7,040|—|

| 2022|$59,104|$30,000|—|—|$7,480|

## Similar Plans

- [Rix Industries](https://planprovider.pro/companies/rix-industries-plan-001) — 189 participants

- [Allied Telesis, INC.](https://planprovider.pro/companies/allied-telesis-inc-401k-plan) — 178 participants

- [Tonal Systems, INC.](https://planprovider.pro/companies/tonal-systems-inc-401k-plan) — 172 participants

- [Jwc Environmental, INC.](https://planprovider.pro/companies/jwc-environmental-inc-401k-plan) — 154 participants

- [Adco Manufacturing](https://planprovider.pro/companies/adco-manufacturing-plan-003) — 149 participants

- [West Coast Prime Meats LLC](https://planprovider.pro/companies/west-coast-prime-meats-llc-plan) — 221 participants

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

© 2026 PlanProvider.Pro