Drt Holdings, LLC Retirement Plan — Form 5500 plan (Drt Holdings, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Drt Holdings, LLC Retirement Plan is a benefit plan reported by Drt Holdings, LLC under EIN 26-3788982 and plan number 001. The latest loaded filing year is 2023. The filing reports 709 participants and $49,209,001 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Drt Holdings, LLC
- EIN
- 26-3788982
- Plan number
- 001
- Plan type
- 2
- Location
- West Chester, OH
- Latest filing year
- 2023
- Participants
- 709
- End-of-year plan assets
- $49,209,001
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 709 | H, C | 20241014131935NAL0014990467001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,209,001
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,209,001
- Net assets (BOY)
- $43,528,092
Income & contributions
- Employer contributions
- $1,724,347
- Participant contributions
- $2,830,117
- Total contributions
- $5,337,786
- Total income / additions
- $11,495,655
Expenses & distributions
- Benefits paid
- $5,699,643
- Administrative expenses
- $112,354
- Total expenses
- $5,814,746
- Net increase / (decrease)
- $5,680,909
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $80,204 | $0 | 2023 |
| Kestra Advisory Services LLC | SERVICE PROVIDER | $0 | $45,227 | 2023 |
| Esler & Vanderschaaff Co., L.P.A. | SERVICE PROVIDER | $17,150 | not reported in the loaded dataset | 2023 |
| Rsm Us Llp | AUDITOR | $15,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Drt Holdings, LLC
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in West Chester, OH
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Kestra Advisory Services LLC — Schedule C compensation
- Esler & Vanderschaaff Co., L.P.A. — Schedule C compensation
- Rsm Us Llp — Schedule C compensation