Plan Snapshot
- Plan Sponsor: Drw Holdings, LLC
- Sponsor EIN: 364331072
- Sponsor Address: 540 WEST MADISON STREET 25TH FLOOR, CHICAGO, IL, 60661
- Plan Type: 401(k)
- Total Participants: 1,262
- Total Assets: $309.8M
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 | 1,262 | $309.8M | $7.8M | $24.6M |
| 2023 | 1,174 | $242.0M | $6.8M | $19.7M |
| 2022 | 967 | $180.1M | $5.2M | $14.4M |
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 |
|---|---|---|---|---|
| MESIROW FINANCIAL INVESTMENT MANAGE | NONE | $48,045 | — | $48,045 |
| EMPOWER ANNUITY INSURANCE COMPANY O | NONE | $6,974 | — | $6,974 |
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $55,019
- Estimated Expense Ratio: 0.018% 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 | $55,019 | $48,045 | — | — | — |
| 2023 | $41,133 | $35,791 | — | — | — |
| 2022 | $32,492 | $27,337 | — | — | — |