How big is Drake Capital Advisors, LLC's plan?

Drake Capital Advisors, LLC's plan reported $6.9M in assets and 4 participants for 2024.

Original filing (PDF)20250924073518NAL0008335024001

Drake Capital Advisors, LLC

Name: Drake Capital Advisors, LLC — Drake Capital, Form 5500 (2024)
Creator: Drake Capital Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Drake Capital Advisors, LLC Retirement Plan and Trust

401(k) retirement plan · Drake Capital Advisors, LLC's Drake Capital Advisors, LLC Retirement Plan and Trust held $6.9M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.9M

Net assets (EOY)

$6.9M

People on this filing

Stuart M. Sabal, CPA signed Drake Capital Advisors, LLC's 2024 Form 5500 as plan administrator.

Stuart M. Sabal, CPA — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Drake Capital Advisors, LLC's EIN is 06-1609791.

EIN 06-1609791

Plan number 001

Plan year 2024

ACK ID 20250924073518NAL0008335024001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Drake Capital Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Drake Capital Advisors, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DRAKE CAPITAL ADVISORS, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score