Plan Ledger DOL Form 5500 · updated monthly

Drt Strategies Inc401(k)

DRT STRATEGIES INC 401K PROFIT SHARING PLAN AND TRUST · ARLINGTON, VA · plan year 2024

Reported admin expense ratio · 2024
0.42%

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

Drt Strategies Inc reported $107,202 in plan administrative expenses for 2024: 0.42% of average plan assets, above the peer median. Employer contributions averaged $4,560 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 2 years on file its reported administrative ratio fell from 0.50% to 0.42%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 793rd-largest of 2,266 plans among Virginia employers on file, and the 4,469th of 11,654 in professional & technical services. In 2024, employees put in $2.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$27,201,752
Participants with balances353
Active participants201
Employer contributions$916,617
Employee contributions$2,064,807
Employer contribution per active participant$4,560
Average account balance$77,059
Benefits paid to participants$2,299,123
Plan auditUnmodified (clean) audit opinion
AuditorAPRIO LLP
Plan history3
Yearassets · accounts · employer contribution
2024$27.2M · 353 accts · $917K emplr
2023$23.3M · 357 accts · $927K emplr
2022$17.9M · 362 accts · $952K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$48,229
Investment management$58,973
Total administrative$107,202
The Drt Strategies Inc 401(k) match · 2024
Employer contribution per active participant$4,560
Median for plans this size$2,416
2024$4,560 per active participant
2023$4,479 per active participant
2022$4,598 per active participant

Drt Strategies Inc's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
ADP, INC. · Loan processing · Recordkeeping$56,044
KESTRA ADVISORY SERVICES · Recordkeeping · Trustee$51,157
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP, KESTRA ADVISORY SERVICES
2023ADP, KESTRA ADVISORY SERVICES

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Administrative cost history3
2024$107,202 · 0.42%
2023$100,675 · 0.49%
2022$98,074 · 0.50%
Same employer
Similar plansProfessional & Technical Services · Virginia
Cofense Inc. VA$27.6M · 0.19%
Vae, Inc. VA$27.4M · 0.32%
Rbc, Incorporated VA$27.1M · 0.26%
Kositzka, Wicks and Company VA$26.8M · 0.29%
IT Concepts VA$26.8M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200526356 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.