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Original filing (PDF)20251014123543NAL0001385859002
DRIVERS VILLAGE, INC.
Form 5500
FILING_RECEIVED
THE BURDICK COMPANIES 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
349
Accounts w/ balance
387
Plan assets (EOY)
$33.7M
Net assets (EOY)
$33.7M
How this plan invests
This plan
28 pooled trusts
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (20 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DRIVERS VILLAGE, INC..
Plan sponsor
Name
DRIVERS VILLAGE, INC.
EIN
16-1614967
Address
5885 EAST CIRCLE DRIVE · CICERO, NY · 130398604
Phone
(315) 452-1556
Industry
Retail Tradesee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DANNIBLE & MCKEE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INCORPORATED | 95-2755361 | SANTA MONICA, CA | INVESTMENT ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | JERSEY CITY, NJ | CONTRACT ADMINISTRATOR | $68K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVST SERVICES | 52-2114207 | MILWAUKEE, WI | OTHER SERVICES | $0 | — |
Investments
10 direct securities · 28 pooled funds· $36.8M(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.
Pooled Separate Account
$18.1M
14 holdings
Common Collective Trust
$10.7M
14 holdings
Uncategorized
$8.0M
9 holdings
Insurance Contracts
$143K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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% | — | — | — | $444K | 1.3% | |
| American Funds American Funds SMCAP Wld R6 Fd | — | — | — | $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. | — | — | — | $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 | — | — | — | $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 | — | — | — | $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% |