AUMdb

Drata Inc. 401(k) Plan

Sponsored by Drata Inc · EIN 853730802 · Plan #001

Total assets
$13.3M
Net assets
$13.3M
Active participants
376
With balances
451

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
Guideline, Inc. Recordkeeping, Consulting (general), Investment advisory (participants) $10,201
Benefit Trust Company Custodial (other), Custodial (securities) $0