Dra Advisors LLC 401(K) Profit Sharing Plan — Form 5500 plan (Dra Advisors LLC)
Plain-English plan 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, Dra Advisors LLC 401(K) Profit Sharing Plan is a benefit plan reported by Dra Advisors LLC under EIN 33-1032314 and plan number 001. The latest loaded filing year is 2023. The filing reports 191 participants and $56,828,822 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dra Advisors LLC
- EIN
- 33-1032314
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 191
- End-of-year plan assets
- $56,828,822
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 191 | H, C | 20240531073340NAL0007589955001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $56,828,822
- Net assets (EOY)
- $56,828,822
- Net assets (BOY)
- $50,256,382
Income & contributions
- Employer contributions
- $607,579
- Participant contributions
- $2,174,532
- Total contributions
- $3,664,672
- Total income / additions
- $13,028,752
Expenses & distributions
- Benefits paid
- $6,335,823
- Administrative expenses
- $110,435
- Total expenses
- $6,456,312
- Net increase / (decrease)
- $6,572,440
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | ADVISOR | $76,272 | $0 | 2023 |
| Mazars Usa Llp | AUDITOR | $21,840 | $0 | 2023 |
| Rpw Solutions LLC | TPA | $10,370 | $0 | 2023 |