Roger L. Burdick signed Drivers Village, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Drivers Village, Inc.'s EIN is 16-1614967.
Download the official 2024 Form 5500 (PDF) for Drivers Village, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Drivers Village, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | JERSEY CITY, NJ | CONTRACT ADMINISTRATOR | $68K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INCORPORATED | 95-2755361 | SANTA MONICA, CA | INVESTMENT ADVISOR | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVST SERVICES | 52-2114207 | MILWAUKEE, WI | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $4.2M | 12.6% | |
| Principal Global Investors Trust Co. Principal Lifetime Str Inc. ** 72 Registered Investment Companies American Funds American Funds Amcap R6 Fund | Mutual Funds | — | — | $3.1M | 9.1% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $2.8M | 8.4% | |
| PRIN SAM BALANCED SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 105 | Pooled Separate Account | — | — | $2.3M | 6.9% | |
| Principal Life Insurance Co. Principal Global Investors Capital Appreciation Sep Acct | Pooled Separate Accounts | — | — | $2.2M | 6.5% | |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $2.2M | 6.5% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPA GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.9M | 5.5% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $1.7M | 5.2% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPA GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.6M | 4.9% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPA GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.4M | 4.3% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPA GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.2M | 3.7% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPA GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $1.2M | 3.4% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPA GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.2M | 3.4% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $997K | 3.0% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $885K | 2.6% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPA GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $869K | 2.6% | |
| PRIN SAM CONS GROWTH SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 107 | Pooled Separate Account | — | — | $729K | 2.2% | |
| PIMCO Income Fund A | Mutual Funds | — | — | $644K | 1.9% | |
| PRIN SAM STRAT GROWTH SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 109 | Pooled Separate Account | — | — | $635K | 1.9% | |
| Principal Life Insurance Co. Alliance Bernstein/CCI/Brown Small Cap Growth I -R6 | Common Stocks | — | — | $591K | 1.8% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $591K | 1.8% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPA GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 001 | Common Collective Trust | — | — | $537K | 1.6% | |
| Participant Loans * Participants Participant loans with various rates of interest ** from 3.25% to 8.50% | Bonds / Notes | — | — | $444K | 1.3% | |
| American Funds American Funds SMCAP Wld R6 Fd | Mutual Funds | — | — | $440K | 1.3% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPA GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $384K | 1.1% | |
| Principal Life Insurance Co. SAM Flex Inc. | Common Stocks | — | — | $365K | 1.1% | |
| PRIN SAM FLEXIBLE INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 108 | Pooled Separate Account | — | — | $365K | 1.1% | |
| PRIN SAM CONS BALANCED SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 106 | Pooled Separate Account | — | — | $258K | 0.8% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $225K | 0.7% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPA GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $186K | 0.6% | |
| American Funds American Funds New World R6 Fund | Mutual Funds | — | — | $159K | 0.5% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPA GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $144K | 0.4% | |
| * Principal Life Insurance Co. Flexible investment annuity contracts | Insurance Contracts | — | — | $143K | 0.4% | |
| Fidelity Adv Total Bond Z Fd | Mutual Funds | — | — | $40K | 0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $27K | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPA GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $24K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPA GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $10K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPA GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $72 | <0.1% |