How big is DRS. AKRE & Clark, Ltd.'s plan?

DRS. AKRE & Clark, Ltd.'s plan reported $1.8M in assets and 22 participants for 2024.

Original filing (PDF)20250617152953NAL0003019168001

DRS. AKRE & Clark, Ltd.

Name: DRS. AKRE & Clark, Ltd. — DRS. AKRE & Clark, Ltd., Form 5500 (2024)
Creator: DRS. AKRE & Clark, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

DRS. AKRE & Clark, Ltd. 401(k) Plan

401(k) retirement plan · DRS. AKRE & Clark, Ltd.'s DRS. AKRE & Clark, Ltd. 401(k) Plan held $1.8M in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Jane Sturm signed DRS. AKRE & Clark, Ltd.'s 2024 Form 5500 as plan administrator.

Jane Sturm — 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

DRS. AKRE & Clark, Ltd.'s EIN is 41-1825066.

EIN 41-1825066

Plan number 001

Plan year 2024

ACK ID 20250617152953NAL0003019168001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for DRS. AKRE & Clark, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

DRS. AKRE & Clark, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DRS. AKRE & CLARK, LTD..

Finding similar companies…

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

DRS. AKRE & CLARK, LTD.

EIN

all filings

Address

1715 S BROADWAY STREET · NEW ULM, MN · 56073

Phone

(507) 354-8531

Industry

Health Care & Social Assistance

Plan administrator