Plan5500

Drift Inc. Retirement Savings Plan — Form 5500 plan (Drift.Com, Inc.)

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, Drift Inc. Retirement Savings Plan is a benefit plan reported by Drift.Com, Inc. under EIN 47-1480962 and plan number 001. The latest loaded filing year is 2023. The filing reports 698 participants and $21,510,494 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Drift.Com, Inc.
EIN
47-1480962
Plan number
001
Plan type
2
Location
Boston, MA
Latest filing year
2023
Participants
698
End-of-year plan assets
$21,510,494

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023698H, C20241009105032NAL0009122483001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,510,494
Net assets (EOY)
$21,510,494
Net assets (BOY)
$18,566,625

Income & contributions

Employer contributions
$223,449
Participant contributions
$4,089,094
Total contributions
$4,567,227
Total income / additions
$8,363,582

Expenses & distributions

Benefits paid
$5,310,961
Administrative expenses
$103,044
Total expenses
$5,419,713
Net increase / (decrease)
$2,943,869

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments Inst. Ops. Co.RECORDKEEPER$59,114not reported in the loaded dataset2023
Global Retirement Partners LLCADVISOR$40,521not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$3,410not reported in the loaded dataset2023

Related Form 5500 pages