Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DATA RECORDS MANAGEMENT SERVICES, LLC
EIN 20-2328564information servicesLatest filing 2024
Plans
2
Retirement
2
$616K assets
Welfare
0
Participants
47
3445 PADUCAH BANK DRIVE - PADUCAH, KY 42003270-443-1610drmsusa.comLinkedIn11-50 employeesinformation services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $616K assets / 47 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
DATA RECORDS MANAGEMENT SERVICES, LLC 401(K) PLAN
401k
Assets$382K
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DATA RECORDS MANAGEMENT SERVICES, LLC CASH BALANCE PLAN
CashBalance
Assets$234K
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DATA RECORDS MANAGEMENT SERVICES, LLC 401(K) PLAN | 401k | $382K | 26 | 2024 | |
| 002 | DATA RECORDS MANAGEMENT SERVICES, LLC CASH BALANCE PLAN | CashBalance | $234K | 21 | 2024 |
Retirement plans