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Original filing (PDF)20251020092709NAL0000765507001
DRIVELINE RETAIL MERCHANDISING INC.
Form 5500
FILING_RECEIVED
DRIVELINE RETAIL MERCHANDISING 401K PLAN
401(k) retirement plan
Signals · 3
38% in single holding~91 bps in Sched C feesNo recordkeeper disclosed
Active participants
6,754
Accounts w/ balance
619
Plan assets (EOY)
$7.0M
Net assets (EOY)
$7.0M
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
80
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
81
Total plan cost
65
Vendor stack
80
Participation health
65
Knocking points off
- Top holding "GREAT GRAY TRUST RETIREMENTTRACK MOD 2035 R1 MUTUAL FUND SHARES 0" is 38% of plan.
- 91 bps in Schedule C fees — 75% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- Only 9% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DRIVELINE RETAIL MERCHANDISING INC..
Plan sponsor
Name
DRIVELINE RETAIL MERCHANDISING INC.
EIN
22-2049560
Address
700 FREEPORT PARKWAY SUITE 100 · COPPELL, TX · 75019
Phone
(469) 458-9576
Industry
All Other Professional Services· 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
2025-10-20
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Audit & trust (Schedule H)
Auditor
JKL ROSENBERGER, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | CONTRACT ADMINISTRATOR | $59K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $5K | — |
Investments
23 direct securities · 1 pooled fund· $13.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$7.0M
23 holdings
Pooled Separate Account
$6.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $6.9M | 97.6% | |
| GREAT GRAY TRUST RETIREMENTTRACK MOD 2035 R1 MUTUAL FUND SHARES 0 | — | — | — | $2.7M | 38.4% | |
| GREAT GRAY TRUST RETIREMENTTRACK MOD RET R1 MUTUAL FUND SHARES 0 | — | — | — | $2.4M | 33.6% | |
| GREAT GRAY TRUST RETIREMENTTRACK MOD 2045 R1 MUTUAL FUND SHARES 0 | — | — | — | $1.2M | 16.4% | |
| GREAT GRAY TRUST RETIREMENTTRACK CONS 2065 R1 MUTUAL FUND SHARES 0 9 GREAT GRAY TRUST RETIREMENTTRACK MOD 2055 R1 MUTUAL FUND SHARES 0 | — | — | — | $296K | 4.2% | |
| FIRST EAGLE FIRST EAGLE GLOBAL R6 MUTUAL FUND SHARES 0 206 GOLDMAN SACHS GOLDMANSACHS MONEY MKT GVT R6 MUTUAL FUND SHARES 0 676 JANUS HENDERSON JAN HEN TRITON N MUTUAL FUND SHARES 0 6 * PARTICIPANTS LOANS 4.25% TO 9.5% 0 | — | — | — | $156K | 2.2% | |
| GREAT GRAY TRUST RETIREMENTTRACK MOD 2065 R1 MUTUAL FUND SHARES 0 | — | — | — | $134K | 1.9% | |
| DFA GLOBAL EQTY I MUTUAL FUND SHARES 0 143 FIDELITY 500 INDEX MUTUAL FUND SHARES 0 | — | — | — | $69K | 1.0% | |
| MACQUARIE MID CAP GROWTH R6 MUTUAL FUND SHARES 0 | — | — | — | $30K | 0.4% | |
| FIDELITY LARGE CAP GRO IDX MUTUAL FUND SHARES 0 | — | — | — | $23K | 0.3% | |
| VANGUARD EQUITY-INCOME ADM MUTUAL FUND SHARES 0 | — | — | — | $16K | 0.2% | |
| AMERICAN UNITED LIFE INS CO AUL STABLE VALUE ACCOUNT 0 | — | — | — | $16K | 0.2% | |
| FIDELITY INTL INDEX MUTUAL FUND SHARES 0 | — | — | — | $15K | 0.2% | |
| VANGUARD SMALL CAP INDEX ADM MUTUAL FUND SHARES 0 | — | — | — | $13K | 0.2% | |
| AMERICAN FUNDS AMERFDS BOND FD OF AMERICA R6 MUTUAL FUND SHARES 0 | — | — | — | $13K | 0.2% | |
| FIDELITY MIDCAP IDX MUTUAL FUND SHARES 0 | — | — | — | $5K | <0.1% | |
| FIDELITY ADV SMCAP VALUE Z MUTUAL FUND SHARES 0 | — | — | — | $5K | <0.1% | |
| VANGUARD HIGH-YIELD CORP ADM MUTUAL FUND SHARES 0 | — | — | — | $5K | <0.1% | |
| AMERICAN FUNDS AMERFDS AMERICAN BALANCED R6 MUTUAL FUND SHARES 0 | — | — | — | $4K | <0.1% | |
| party collateral, par or maturity value (d) Cost (e) Current value AMERICAN CENTURY AMERCENT MIDCAP VAL R6 MUTUAL FUND SHARES 0 | — | — | — | $4K | <0.1% | |
| PIMCO INCOME INSTL MUTUAL FUND SHARES 0 428 GREAT GRAY TRUST RETIREMENTTRACK AGG 2065 R1 MUTUAL FUND SHARES 0 9 GREAT GRAY TRUST RETIREMENTTRACK AGG RET R1 MUTUAL FUND SHARES 0 | — | — | — | $3K | <0.1% | |
| MANAGERS AMG TIMESSQR MID CAP GROWTH Z MUTUAL FUND SHARES 0 | — | — | — | $3K | <0.1% | |
| MFS GROWTH R6 MUTUAL FUND SHARES 0 20 NATIONWIDE GENEVA SMCP GR R6 MUTUAL FUND SHARES 0 | — | — | — | $1K | <0.1% | |
| AMERICAN FUNDS AMERFDS NEW WORLD R6 MUTUAL FUND SHARES 0 | — | — | — | $1K | <0.1% |