Original filing (PDF)20230724091529NAL0008304433003

DRAKE CAPITAL, LLC

Name: DRAKE CAPITAL, LLC — DRAKE CAPITAL 401(K) PLAN, Form 5500 (2022)
Creator: DRAKE CAPITAL, LLC

Form 5500-SF

FILING_RECEIVED

DRAKE CAPITAL 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$172K

Net assets (EOY)

$172K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

DRAKE CAPITAL, LLC

EIN

20-4798277

Address

11621 CR 166 · TYLER, TX · 75703

Phone

(903) 581-3737

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-24

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

RIVERSIDE INTERESTS, INC.

RIVERSIDE INTERESTS, INC. 401(K) PROFIT SHARING PLAN

$171K · 2 participants

INVESTMENT LAND ALLIANCE LLC

INVESTMENT LAND ALLIANCE LLC 401(K) PROFIT SHARING PLAN AND T

$171K · 3 participants

MCKOWN PROPERTIES, LLC

MCKOWN PROPERTIES, LLC 401(K) PLAN

$172K · 2 participants

LOCAL LOGIC USA

LOCAL LOGIC USA 401(K) PLAN

$173K · 5 participants

ALPINE ESCROW CORPORATION

ALPINE ESCROW CORPORATION 401(K) PLAN