How big is Drive Wheel's plan?

Drive Wheel's plan reported $306K in assets and 3 participants for 2024.

Original filing (PDF)20250626113216NAL0005145011004

Drive Wheel

Name: Drive Wheel — Drive Wheel Retirement Trust, Form 5500 (2024)
Creator: Drive Wheel
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Drive Wheel Retirement Trust

401(k) retirement plan · Drive Wheel's Drive Wheel Retirement Trust held $306K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$306K

Net assets (EOY)

$306K

People on this filing

Plan Sponsor signed Drive Wheel's 2024 Form 5500 as plan administrator.

Plan Sponsor — 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

Drive Wheel's EIN is 87-1612909.

EIN 87-1612909

Plan number 001

Plan year 2024

ACK ID 20250626113216NAL0005145011004

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Drive Wheel from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Drive Wheel's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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 average account balance (88th percentile).

Plan sponsor

Name

DRIVE WHEEL

EIN

all filings

Address

225 S 6TH STREET · SUITE 3900 · MINNEAPOLIS, MN · 55402

Phone

(612) 703-3718

Industry

All Other Professional Services· Professional & Technical Services

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

2025-06-26

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

Navon Technologies LLC

Navon Technologies LLC 401(k) Plan

$306K · 10 participants

Customer 1ST LLC

Customer 1ST 401(k) Profit Sharing Plan

$306K · 3 participants

9TH Street Dental Center PC

9TH Street Dental Center PC 401(k) Profit Sharing Plan and T

$306K · 10 participants

First Charlotte Perfusion Services, Inc.

First Charlotte Perfusion Services, Inc. 401(k) Profit Sharing Plan

$306K · 3 participants

Heritage Wound Care LLC

Heritage Wound Care LLC 401(k) Profit Sharing Plan & Trust

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.