Drt Strategies Inc 401 K Profit Sharing Plan And Trust
Sponsored by Drt Strategies Inc · EIN 200526356 · Plan #001
- Total assets
- $27.2M
- Net assets
- $27.2M
- Active participants
- 201
- With balances
- 353
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $56,044 |
| Kestra Advisory Services | Recordkeeping, Trustee (institutional), Other services | $51,157 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees | $0 |