Drake Employee Savings Plan
Sponsored by Drake Office Overload, Inc. · EIN 954555406 · Plan #002
- Total assets
- $5.1M
- Net assets
- $5.1M
- Active participants
- 177
- With balances
- 165
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mercer Global Advisors Inc. CRD 147363 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mercer Global Advisors Inc | Investment advisory (plan) | $23,474 |
| Empower Annuity Insurance Company | Recordkeeping fees | $14,699 |