Original filing (PDF)20250806220026NAL0009412002005

DRATA INC

Name: DRATA INC — DRATA INC. 401(K) PLAN, Form 5500 (2024)
Creator: DRATA INC

Form 5500

FILING_RECEIVED

DRATA INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

42% in single holding

Active participants

376

Accounts w/ balance

451

Plan assets (EOY)

$13.3M

Net assets (EOY)

$13.3M

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 (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

100

Knocking points off

Top holding "Vanguard Group Total Stock Index Admiral Class Mutual Fund" is 42% of plan.

Helping the score

Below-peer total fees (8 bps vs 29 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DRATA INC.

Plan sponsor

Name

DRATA INC

EIN

85-3730802

Address

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

Phone

(858) 754-8811

Industry

Admin Support & Waste Mgmtsee 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

2025-08-06

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)

Auditor

BDG CPAS

Trustee / custodian

—

Trustee phone

—

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)

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