# The Drees Company 401(k) Plan
Source: https://planprovider.pro/companies/the-drees-company-610675670-001

> The Drees Company's 401(k) plan: 825 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Drees Company

- **Sponsor EIN:** 610675670

- **Sponsor Address:** 211 GRANDVIEW DRIVE, FORT MITCHELL, KY, 410172759

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

- **Plan Number:** 001

- **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.|

| 2024|825|$159.8M|$7.8M|$9.3M|

| 2023|759|$147.3M|$6.6M|$7.9M|

| 2022|764|$117.6M|$5.9M|$7.6M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|Recordkeeper|$106,558|—|$106,558|

| STRATEGIC ADVISORS, INC.|Investment Advisor|$71,168|—|$71,168|

| HIGHLAND CONSULTING ASSOCIATES, IN|Other Service Provider|$38,466|—|$38,466|

| DEAN DORTON|Auditor|$26,000|—|$26,000|

| BRICKER GRAYDON LLP|ERISA Attorney|$21,744|—|$21,744|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — Recordkeeper

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — Investment Advisor

- [DEAN DORTON](https://planprovider.pro/provider/dean-dorton-allen-ford-pllc) — Auditor

- [BRICKER GRAYDON LLP](https://planprovider.pro/provider/bricker-graydon-llp) — ERISA Attorney

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $263,936

- **Estimated Expense Ratio:** 0.165% 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|$215,545|$71,168|—|$26,000|—|

| 2023|$193,985|$61,293|$3,000|$12,000|—|

| 2022|$222,463|$54,558|—|—|—|

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