Plan Ledger DOL Form 5500 · updated monthly

Drake Office Overload, Inc.401(k)

DRAKE EMPLOYEE SAVINGS PLAN · PHOENIX, AZ · plan year 2025

Reported admin expense ratio · 2025
0.85%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Drake Office Overload, Inc. reported $47,702 in plan administrative expenses for 2025: 0.85% of average plan assets, above the peer median. Employer contributions averaged $2,929 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 4 years on file its reported administrative ratio has held roughly steady near 0.85%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Arizona (760th of 1,285), and 9,305th of 11,654 in professional & technical services. In 2025, employees put in $2.11 for every $1.00 the employer contributed; active participation has shrunk from 167 to 141 since 2022.

Plan summary
Net assets, end of year$6,205,860
Participants with balances163
Active participants141
Employer contributions$412,935
Employee contributions$872,979
Employer contribution per active participant$2,929
Average account balance$38,073
Benefits paid to participants$985,991
Plan auditUnmodified (clean) audit opinion
AuditorKIMBERLIN COMPANY, LLC
Plan history4
Yearassets · accounts · employer contribution
2025$6.2M · 163 accts · $413K emplr
2024$5.1M · 165 accts · $381K emplr
2023$5.1M · 183 accts · $281K emplr
2022$3.4M · 115 accts · $209K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$47,702
Total administrative$47,702
The Drake Office Overload, Inc. 401(k) match · 2025
Employer contribution per active participant$2,929
Median for plans this size$1,464
2025$2,929 per active participant
2024$2,153 per active participant
2023$1,681 per active participant
2022$1,251 per active participant

Drake Office Overload, Inc.'s 2025 employer contribution ran above the $1,464 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
WORLD INVESTMENT ADVISORS LLC · Investment advisory (plan)$10,122
EMPOWER ADVISORY GROUP, LLC · Investment management$5,852

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025$47,702 · 0.85%
2024$44,071 · 0.87%
2023$42,983 · 1.01%
2022$29,642 · 0.87%
Similar plansProfessional & Technical Services · Arizona
Runtime Technologies, LLC AZ$7.6M · 0.62%
Sentrillion AZ$7.3M · 0.65%
Magnus Title Agency LLC AZ$6.2M · 0.74%
Tbconsulting, L.L.C AZ$6.1M · 0.48%
Cubex LLC AZ$6.0M · 0.72%
Anju Software, Inc. AZ$5.9M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954555406 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.