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Original filing (PDF)20250724163417NAL0002697619001
DRAKE OFFICE OVERLOAD, INC.
Form 5500
FILING_RECEIVED
DRAKE EMPLOYEE SAVINGS PLAN
401(k) retirement plan
Signals · 2
27% in single holding~76 bps in Sched C fees
Active participants
177
Accounts w/ balance
165
Plan assets (EOY)
$5.1M
Net assets (EOY)
$5.1M
How this plan invests
This plan
13 pooled trusts
Schedule D
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
87
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "1 Empower Trust Company, LLC Fidelity 500 Index" is 27% of plan.
- 76 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DRAKE OFFICE OVERLOAD, INC..
Plan sponsor
Name
DRAKE OFFICE OVERLOAD, INC.
EIN
95-4555406
Address
7776 SOUTH POINTE PARKWAY WEST · STE 200 · PHOENIX, AZ · 85044
Phone
(800) 265-1224
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KIMBERLIN COMPANY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $15K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC | — | DENVER, CO | INVESTMENT ADVISOR | $23K | — |
Investments
11 direct securities · 13 pooled funds· $5.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$3.3M
11 holdings
Common Collective Trust
$1.8M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 1 Empower Trust Company, LLC Fidelity 500 Index | — | — | — | $1.3M | 26.7% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $626K | 12.4% | |
| INDEXSELECT MODERATE 2035 FUND CL GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $502K | 9.9% | |
| 2 Empower Trust Company, LLC Fidelity Mid Cap Index | — | — | — | $382K | 7.6% | |
| 9 Empower Trust Company, LLC Vanguard Total International Stock Index | — | — | — | $344K | 6.8% | |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4483436 / PN 309 | Common Collective Trust | — | — | $329K | 6.5% | |
| 6 Empower Trust Company, LLC MFS Growth | — | — | — | $326K | 6.4% | |
| 18 *Empower Annuity Insurance Co. of America Key Guaranteed Portfolio Fund | — | — | — | $311K | 6.2% | |
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $243K | 4.8% | |
| 8 Empower Trust Company, LLC Nuveen Small Cap Blend Index | — | — | — | $239K | 4.7% | |
| 5 Empower Trust Company, LLC iShares US Aggregate Bond Index | — | — | — | $126K | 2.5% | |
| 7 Empower Trust Company, LLC MFS Value | — | — | — | $68K | 1.3% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $49K | 1.0% | |
| 4 *Empower Trust Company, LLC Empower US Government Securities Fund | — | — | — | $42K | 0.8% | |
| 3 *Empower Trust Company, LLC Empower Multi-Sector Bond | — | — | — | $38K | 0.8% | |
| Notes Receivable from Participants Maturing at various times through 2038. -0- | — | — | — | $29K | 0.6% | |
| INDEXSELECT AGGRESSIVE 2055 FUND C GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $27K | 0.5% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $12K | 0.2% | |
| INDEXSELECT CONSERVATIVE RET FUND GREAT GRAY · EIN 81-4499160 / PN 310 | Common Collective Trust | — | — | $10K | 0.2% | |
| INDEXSELECT CONSERVATIVE 2045 FUND GREAT GRAY · EIN 81-4532033 / PN 313 | Common Collective Trust | — | — | $2K | <0.1% | |
| INDEXSELECT MODERATE 2025 FUND CL I GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT CONSERVATIVE 2025 FUND GREAT GRAY · EIN 81-4509619 / PN 311 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESSIVE 2025 FUND CL GREAT GRAY · EIN 81-4386547 / PN 301 | Common Collective Trust | — | — | $0 | <0.1% |