How big is Drata Inc.'s plan?

Drata Inc.'s plan reported $13.3M in assets and 376 participants for 2024.

Original filing (PDF)20250806220026NAL0009412002005

Drata Inc.

Name: Drata Inc. — Drata Inc. 401(k) Plan, Form 5500 (2024)
Creator: Drata Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Drata Inc. 401(k) Plan

401(k) retirement plan · Drata Inc.'s Drata Inc. 401(k) Plan held $13.3M in plan assets for 376 participants in 2024, with Guideline as recordkeeper.

Signals · 2

42% in single holdingCorrective distributions issued

Active participants

376

Accounts w/ balance

451

Plan assets (EOY)

$13.3M

Net assets (EOY)

$13.3M

Plan identifiers

Drata Inc.'s EIN is 85-3730802.

EIN 85-3730802

Plan number 001

Plan year 2024

ACK ID 20250806220026NAL0009412002005

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Drata Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Drata Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

36 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Bottom-decile employer contributions per participant (3rd percentile).

Plan sponsor

Name

DRATA INC

EIN

all filings

Address

4660 LA JOLLA VILLAGE DRIVE · SUITE 100 · SAN DIEGO, CA · 92122

Phone

(858) 754-8811

Industry

Admin Support & Waste Mgmt

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

2025-08-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Custodian

Name	EIN	Location	Relation	Direct comp	Indirect comp
BENEFIT TRUST COMPANY	43-1971558	—	CUSTODIAN	$0	—

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
GUIDELINE, INC.	47-4474775	—	RECORDKEEPER	$10K	—

Investments

36 direct securities· $13.3M(100% of reported assets)

Mutual Funds

$12.6M

28 holdings

Common Collective Trusts

$625K

6 holdings

Bonds / Notes

$60K

1 holding

Cash / Money Market

$28K

1 holding

					% of plan
Vanguard Group Total Stock Index Admiral Class Mutual Fund	Mutual Funds	—	—	$5.7M	42.5%
Vanguard Funds Developed Markets Index Admiral Mutual Fund	Mutual Funds	—	—	$2.3M	17.3%
Vanguard Group Bond Index Admiral Class Mutual Fund	Mutual Funds	—	—	$1.7M	13.0%
Vanguard Emerging Markets Stock Admiral Class Mutual Fund	Mutual Funds	—	—	$1.2M	8.9%
Vanguard Group Index 500 Admiral Mutual Fund	Mutual Funds	—	—	$703K	5.3%
Vanguard Funds Total International Bond Index Mutual Fund	Mutual Funds	—	—	$585K	4.4%
Vanguard Specialized Dividend REIT Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$581K	4.4%
Vanguard Group Growth Index Admiral Mutual Fund	Mutual Funds	—	—	$163K	1.2%
Vanguard Information Technology Index Admiral Mutual Fund	Mutual Funds	—	—	$64K	0.5%
Participant loans Interest rates from 4.25% to 9.50%; Various maturities -0-	Bonds / Notes	—	—	$60K	0.5%
Vanguard Group Reserve Federal Money Market Fund Mutual Fund	Mutual Funds	—	—	$35K	0.3%
Vanguard Group Value Index Admiral Mutual Fund	Mutual Funds	—	—	$33K	0.2%
Vanguard Group Small Cap Index Fund Admiral Mutual Fund	Common Collective Trusts	—	—	$31K	0.2%
Vanguard Group Extended Market Index Mutual Fund	Mutual Funds	—	—	$30K	0.2%
Vanguard Group Mid Cap Index Admiral Mutual Fund	Mutual Funds	—	—	$29K	0.2%
Noninterest-bearing cash	Cash / Money Market	—	—	$28K	0.2%
Vanguard Group Small Cap Value Index Admiral Mutual Fund	Mutual Funds	—	—	$18K	0.1%
Vanguard Specialized Dividend Appreciation Index Admiral Mutual Fund	Mutual Funds	—	—	$17K	0.1%
Vanguard Group FTSE Social Index Admiral Mutual Fund	Mutual Funds	—	—	$8K	<0.1%
Vanguard Group Large Cap Index Fund Admiral Mutual Fund	Common Collective Trusts	—	—	$7K	<0.1%
Vanguard Group FTSE All World Ex US Index Admiral Mutual Fund	Mutual Funds	—	—	$6K	<0.1%
Vanguard Group Mid Cap Growth Index Admiral Mutual Fund	Mutual Funds	—	—	$6K	<0.1%
Vanguard Short-Term Inflation Protected Securities Index Admiral Mutual Fund	Mutual Funds	—	—	$5K	<0.1%
Vanguard Energy Index Admiral Mutual Fund	Mutual Funds	—	—	$5K	<0.1%
Vanguard Health Care Index Admiral Mutual Fund	Mutual Funds	—	—	$5K	<0.1%
Vanguard Group Small Cap Growth Index Admiral Mutual Fund	Mutual Funds	—	—	$5K	<0.1%
Vanguard FTSE All World Ex US Small Admiral Mutual Fund	Mutual Funds	—	—	$4K	<0.1%
Vanguard Group Total Institutional Stock Index Admiral Mutual Fund	Mutual Funds	—	—	$4K	<0.1%
Vanguard Pacific Stock Index Fund Admiral Mutual Fund	Common Collective Trusts	—	—	$3K	<0.1%
Vanguard Group International Dividend Appreciation Mutual Fund	Mutual Funds	—	—	$3K	<0.1%
Vanguard Financials Index Admiral Mutual Fund	Mutual Funds	—	—	$3K	<0.1%
Vanguard Group Mid-Cap Value Index Fund - Admiral Mutual Fund	Common Collective Trusts	—	—	$2K	<0.1%
Vanguard Telecom Services Index Admiral Mutual Fund	Mutual Funds	—	—	$2K	<0.1%
Vanguard European Stock Index Fund Admiral Mutual Fund	Common Collective Trusts	—	—	$2K	<0.1%
Vanguard Group Short Term Bond Index Admiral Mutual Fund	Mutual Funds	—	—	$2K	<0.1%
Vanguard Industrials Index Admiral Mutual Fund	Mutual Funds	—	—	$1K	<0.1%