Original filing (PDF)20250703114213NAL0001268162001

DRB CAPITAL, LLC

Name: DRB CAPITAL, LLC — DRB CAPITAL, LLC 401(K) PLAN, Form 5500 (2024)
Creator: DRB CAPITAL, LLC

Form 5500-SF

FILING_RECEIVED

DRB CAPITAL, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

100

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

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

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DRB CAPITAL, LLC.

Plan sponsor

Name

DRB CAPITAL, LLC

EIN

90-1021825

Address

777 YAMATO RD · SUITE 400 · BOCA RATON, FL · 33431

Phone

(561) 279-3112

Industry

Finance & Insurancesee 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

2025-07-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

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 Finance & Insurance plans

TRGF, INC.

BLUESTAR BKS POOLED EMPLOYER PLAN

$3.6M · 335 participants

FD STONEWATER, LLC

FD STONEWATER, LLC PENSION PLAN

$3.6M · 33 participants

BIRCHWOOD FINANCIAL PARTNERS INC

BIRCHWOOD FINANCIAL PARTNERS INC 401(K)

$3.6M · 15 participants

ALPHA INVESTMENT CONSULTING GROUP,

ALPHA INVESTMENT CONSULTING GROUP, LLC 401(K) PLAN

$3.6M · 7 participants

CORNERSTONE FUND SERVICES, LLC

CORNERSTONE FUND SERVICES, LLC 401(K) PLAN