2023 Form 5500 filing — Drt Holdings, LLC Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014131935NAL0014990467001) for Drt Holdings, LLC Retirement Plan, reported by Drt Holdings, LLC under EIN 26-3788982 and plan number 001. It reports 709 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014131935NAL0014990467001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Drt Holdings, LLC
- EIN
- 26-3788982
- Plan number
- 001
- Location
- West Chester, OH
- Participants
- 709
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,209,001
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,209,001
- Employer contributions
- $1,724,347
- Participant contributions
- $2,830,117
- Total income / additions
- $11,495,655
- Benefits paid
- $5,699,643
- Administrative expenses
- $112,354
- Total expenses
- $5,814,746
- Net increase / (decrease)
- $5,680,909
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $80,204 | $0 |
| Kestra Advisory Services LLC | SERVICE PROVIDER | $0 | $45,227 |
| Esler & Vanderschaaff Co., L.P.A. | SERVICE PROVIDER | $17,150 | not reported in the loaded dataset |
| Rsm Us Llp | AUDITOR | $15,000 | not reported in the loaded dataset |