· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
DRB MANAGEMENT, INC. — DRB MANAGEMENT 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250620175635NAL0004128833001
DRB MANAGEMENT, INC.
Form 5500-SF
FILING_RECEIVED
DRB MANAGEMENT 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
5
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
DRB MANAGEMENT, INC.
.
Find decision makers
Plan sponsor
Name
DRB MANAGEMENT, INC.
EIN
93-1329822
Address
7140 SW FIR LOOP, SUITE 220 · PORTLAND, OR · 97223
Phone
(503) 639-3231
Industry
Finance & Insurance
see 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
2025-06-20
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
UPSTATE UNION HEALTH AND WELFARE FUND
UPSTATE UNION HEALTH AND WELFARE FUND
$1.2M · 142 participants
OPTIMYL BENEFITS LLC
OPTIMYL BENEFITS 401(K) PLAN
$1.2M · 65 participants
BOIZELLE INSURANCE ASSOCIATES, INC.
BOIZELLE INSURANCE ASSOCIATES 401(K) PROFIT SHARING PLAN
$1.2M · 19 participants
DISTRICT 1199J NEW JERSEY HEAL
DISTRICT 1199J NEW JERSEY HEAL 401(K) PROFIT SHARING PLAN & TRUST
$1.2M · 28 participants
R. AARON MILLER AGENCY, LLC
R. AARON MILLER AGENCY, LLC 401(K) PLAN
90
Knocking points off
No active participants reported but plan still holds assets.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.2M · 21 participants
WORLD WIDE AGENT SERVICES, INC.
WORLD WIDE AGENT SERVICES, INC.
$1.2M · 6 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B