Plan Snapshot
- Plan Sponsor: The Drees Company
- Sponsor EIN: 610675670
- Sponsor Address: 211 GRANDVIEW DRIVE, FORT MITCHELL, KY, 410172759
- Plan Type: 401(k)
- Total Participants: 825
- Total Assets: $159.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 825 | $159.8M | $0 | $0 |
| 2024 | 759 | $147.3M | $0 | $0 |
| 2023 | 764 | $117.6M | $0 | $0 |
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 |
|---|---|---|---|---|
| DEAN DORTON ALLEN FORD PLLC | Auditor | $26,000 | — | $26,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DEAN DORTON ALLEN FORD PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,000
- Estimated Expense Ratio: 0.016% 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 |
|---|---|---|---|---|---|
| 2025 | $215,545 | $71,168 | — | $26,000 | — |
| 2024 | $193,985 | $61,293 | $3,000 | $12,000 | — |
| 2023 | $222,463 | $54,558 | — | — | — |