Plan Snapshot
- Plan Sponsor: Driven Capital Management LLC
- Sponsor EIN: 262847571
- Sponsor Address: 4705 S APOPKA VINELAND RD, ORLANDO, FL, 32819
- Plan Type: 401(k)
- Total Participants: 38
- Total Assets: $2.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 38 | $2.6M | $207,477 | $465,607 |
| 2023 | 25 | $1.7M | $111,409 | $291,526 |
| 2022 | 13 | $1.6M | $55,832 | $156,727 |