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Original filing (PDF)20260106050323NAL0006731441001
WEDRIVEU, INC.
Form 5500
FILING_RECEIVED
WEDRIVEU 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 1.7 mo
Active participants
4,427
Accounts w/ balance
1,084
Plan assets (EOY)
$32.8M
Net assets (EOY)
$32.8M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
93
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Filed 1.7 months past the 10.5-month grace window.
- Only 24% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEDRIVEU, INC..
Plan sponsor
Name
WEDRIVEU, INC.
EIN
94-3073200
Address
2005 W 43RD STREET · CHICAGO, IL · 60609
Phone
(650) 597-9686
Industry
Transportation & Warehousingsee 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
2026-01-06
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SENSIBA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $2K | — |
Investments
28 direct securities · 1 pooled fund· $31.1M(95% 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.
Registered Investment Companies
$29.0M
28 holdings
Common Collective Trust
$2.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $4.0M | 12.1% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $3.1M | 9.4% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $2.7M | 8.2% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $2.2M | 6.8% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $2.1M | 6.5% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $2.0M | 6.1% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $1.9M | 5.9% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $1.9M | 5.8% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $1.5M | 4.5% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $1.2M | 3.7% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $943K | 2.9% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $812K | 2.5% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $799K | 2.4% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $789K | 2.4% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $710K | 2.2% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $646K | 2.0% | |
| FID FREEDOM INDEX INC PREMIER | Registered Investment Companies | — | — | $596K | 1.8% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $524K | 1.6% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $514K | 1.6% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $464K | 1.4% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $429K | 1.3% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $412K | 1.3% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $218K | 0.7% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $194K | 0.6% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $164K | 0.5% | |
| MFS TOTAL RETURN - R6 | Registered Investment Companies | — | — | $96K | 0.3% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $90K | 0.3% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $84K | 0.3% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $11K | <0.1% |