Driveline Retail Merchandising 401(K) Plan — Form 5500 plan (Driveline Retail Merchandising, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Driveline Retail Merchandising 401(K) Plan is a benefit plan reported by Driveline Retail Merchandising, Inc. under EIN 22-2049560 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,485 participants and $6,355,609 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Driveline Retail Merchandising, Inc.
- EIN
- 22-2049560
- Plan number
- 002
- Plan type
- 2
- Location
- Coppell, TX
- Latest filing year
- 2023
- Participants
- 3,485
- End-of-year plan assets
- $6,355,609
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,485 | H, C | 20250827132408NAL0004999955001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,355,609
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,355,609
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $88,465
- Participant contributions
- $780,929
- Total contributions
- $884,318
- Total income / additions
- $1,449,622
Expenses & distributions
- Benefits paid
- $651,455
- Administrative expenses
- $0
- Total expenses
- $714,878
- Net increase / (decrease)
- $734,744
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | CONTRACT ADMINISTRATOR | $63,766 | $0 | 2023 |
| Ameriprise Financial Services | INVESTMENT MANAGEMENT | $0 | $23,561 | 2023 |
| The Benefit Advantage | THIRD PARTY ADMINISTRATO | $12,688 | $500 | 2023 |
| Nationwide Life Insurance Company | CONTRACT ADMINISTRATOR | $517 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Driveline Retail Merchandising, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Coppell, TX
- Nationwide — Schedule C compensation
- Ameriprise Financial Services — Schedule C compensation
- The Benefit Advantage — Schedule C compensation
- Nationwide Life Insurance Company — Schedule C compensation