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Original filing (PDF)20251008103515NAL0005704193001
DRM, INC.
Form 5500
FILING_RECEIVED
DRM, INC. 401(K) PLAN
401(k) retirement plan
Active participants
533
Accounts w/ balance
115
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
How this plan invests
This plan
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Only 22% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (35 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DRM, INC..
Plan sponsor
Name
DRM, INC.
EIN
42-1092759
Address
5324 NORTH 134TH AVENUE · OMAHA, NE · 68164
Phone
(402) 573-1216
Industry
Accommodation & Food Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
LUTZ & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $5K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | — | CHARLOTTE, NC | ADVISOR | $7K | — |
Investments
18 direct securities· $3.2M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $573K | 17.5% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $526K | 16.0% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $292K | 8.9% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $257K | 7.8% | |
| Vanguard Windsor II Adm Vanguard 0 | — | — | — | $221K | 6.7% | |
| T Rowe Price Int US Sm-Cap Grth Eqty Inv T Rowe Price 0 | — | — | — | $207K | 6.3% | |
| Oakmark Institutional Oakmark 0 | — | — | — | $168K | 5.1% | |
| Vanguard Extended Market Index Adm Vanguard 0 | — | — | — | $143K | 4.4% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $141K | 4.3% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $128K | 3.9% | |
| Oakmark International Instl Oakmark 0 | — | — | — | $128K | 3.9% | |
| Glenmede Small Cap Equity Adv Glenmede 0 | — | — | — | $113K | 3.5% | |
| Vanguard Wellington Admiral Vanguard 0 | — | — | — | $98K | 3.0% | |
| Loomis Sayles Bond Inst Loomis Sayles 0 | — | — | — | $72K | 2.2% | |
| Vanguard Interm-Term Invst Grade Adm Vanguard 0 | — | — | — | $61K | 1.9% | |
| Vanguard Treasury Money Market Vanguard 0 | — | — | — | $51K | 1.5% | |
| Vanguard Short-Term Bond Index Adm Vanguard 0 | — | — | — | $48K | 1.5% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $15K | 0.5% |