How big is Drivrz Financial, LLC's plan?

Drivrz Financial, LLC's plan reported $1.3M in assets and 18 participants for 2023.

Original filing (PDF)20240621072951NAL0003400240001

Drivrz Financial, LLC

Name: Drivrz Financial, LLC — Drivrz Financial, LLC 401(k), Form 5500 (2023)
Creator: Drivrz Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Drivrz Financial, LLC 401(k) Plan

401(k) retirement plan · Drivrz Financial, LLC's Drivrz Financial, LLC 401(k) Plan held $1.3M in plan assets for 18 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Shirley Horner signed Drivrz Financial, LLC's 2023 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Drivrz Financial, LLC's EIN is 46-3725261.

EIN 46-3725261

Plan number 101

Plan year 2023

ACK ID 20240621072951NAL0003400240001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Drivrz Financial, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Drivrz Financial, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DRIVRZ FINANCIAL, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

DRIVRZ FINANCIAL, LLC

EIN

all filings

Address

901 HOUSTON STREET · FORT WORTH, TX · 76102

Phone

(214) 235-4123

Industry

Finance & Insurance

Plan administrator