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Original filing (PDF)20250825133417NAL0007676641001
DRIVETIME AUTOMOTIVE GROUP INC
Form 5500
FILING_RECEIVED
DRIVETIME 401(K) PLAN
401(k) retirement plan
Active participants
5,541
Accounts w/ balance
3,609
Plan assets (EOY)
$161.5M
Net assets (EOY)
$161.5M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
65
Vendor stack
100
Participation health
80
Knocking points off
- 18 bps in Schedule C fees — 80% above peer band of 10 bps.
- 65% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DRIVETIME AUTOMOTIVE GROUP INC.
Plan sponsor
Name
DRIVETIME AUTOMOTIVE GROUP INC
EIN
86-0721358
Address
1720 WEST RIO SALADO PARKWAY · TEMPE, AZ · 85281
Phone
(602) 852-6600
Industry
Retail Tradesee 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
2025-08-25
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
2U · Association Retirement Plan
Audit & trust (Schedule H)
Auditor
CLIFTON LARSON ALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $236K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGE VIEW ADVISORY GROUP LLC | 33-0818667 | — | CONSULTANT | $55K | — |
Investments
25 direct securities · 1 pooled fund· $162.1M(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.
Uncategorized
$161.5M
25 holdings
Common Collective Trust
$590K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity® 500 Index Fund | — | — | — | $25.4M | 15.7% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $24.1M | 14.9% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $18.8M | 11.7% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $16.3M | 10.1% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $13.4M | 8.3% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $9.5M | 5.9% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $8.8M | 5.5% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $7.3M | 4.5% | |
| Fidelity® Self Directed Brokerage Accounts | — | — | — | $7.1M | 4.4% | |
| Fidelity® Extended Market Index Fund | — | — | — | $5.2M | 3.2% | |
| Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $4.4M | 2.7% | |
| Participants Participant Loans | — | — | — | $3.9M | 2.4% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $3.8M | 2.4% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $2.5M | 1.5% | |
| Vanguard Cash Reserves Federal Money Market Admiral | — | — | — | $2.1M | 1.3% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $2.0M | 1.2% | |
| Vanguard Target Retirement Income Fund | — | — | — | $1.6M | 1.0% | |
| Fidelity® International Index Fund | — | — | — | $1.3M | 0.8% | |
| American Funds EuroPacific Growth Fund | — | — | — | $1.0M | 0.6% | |
| Dodge & Cox Income Fund Class I | — | — | — | $728K | 0.5% | |
| Fidelity® Managed Income Portfolio Class II | — | — | — | $590K | 0.4% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $590K | 0.4% | |
| Fidelity® U.S. Bond Index Fund | — | — | — | $501K | 0.3% | |
| PIMCO Income Fund Institutional Class | — | — | — | $466K | 0.3% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $416K | 0.3% | |
| DFA Emerging Markets Core Equity Portfolio Inst. | — | — | — | $371K | 0.2% |
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