Original filing (PDF)20251009154104NAL0003713267001

DRIVEN ADMINISTRATIVE SERVICES, LLC

Name: DRIVEN ADMINISTRATIVE SERVICES, LLC — DRIVEN RETIREMENT PLAN, Form 5500 (2024)
Creator: DRIVEN ADMINISTRATIVE SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

DRIVEN RETIREMENT PLAN

Defined-contribution retirement plan

Signals · 1

No auditor on file

Active participants

141

Accounts w/ balance

117

Plan assets (EOY)

$5.7M

Net assets (EOY)

$5.7M

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DRIVEN ADMINISTRATIVE SERVICES, LLC.

Plan sponsor

Name

DRIVEN ADMINISTRATIVE SERVICES, LLC

EIN

66-0994167

Address

PO BOX 363343 · SAN JUAN, PR · 009363343

Phone

(787) 725-1500

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3C · Not intended to be qualified

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

JOHNSON, MURPHEY & WRIGHT, P.C.

JOHNSON, MURPHEY & WRIGHT P.C. PROFIT SHARING PLAN

$5.7M · 11 participants

GEOFFREY, JOHNS & ASSOCIATES, LLC

GEOFFREY, JOHNS & ASSOCIATES 401(K) PLAN

$5.7M · 9 participants

FREEMON, SHAPARD & STORY

FREEMON, SHAPARD & STORY 401(K) RETIREMENT PLAN

$5.7M · 36 participants

SMITH & CULL, LTD.

SMITH & CULL, LTD. SAFE HARBOR 401(K) PLAN

$5.7M · 15 participants

INGRAM, WALLIS & COMPANY

INGRAM, WALLIS & COMPANY EMPLOYEES' SAVINGS PLAN