Current Snapshot
Latest Year
2024
2024 Participants
264
2024 Assets
$16,791,331
2024 Contributions
$4,533,480
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 264 | $16,791,331 | $4,533,480 | $17,172iApproximate average salary by contribution assumption: employee only about $429,307 at 4% or $286,205 at 6%; with 50% employer match about $286,205 at 4% or $190,803 at 6%; with 100% employer match about $214,653 at 4% or $143,102 at 6%. |
| Drivewealth 401(K) Plan | - | 264 | $16,791,331 | $4,533,480 | $17,172iApproximate average salary by contribution assumption: employee only about $429,307 at 4% or $286,205 at 6%; with 50% employer match about $286,205 at 4% or $190,803 at 6%; with 100% employer match about $214,653 at 4% or $143,102 at 6%. |
| Drivewealth Holdings Inc. Employee Health and Welfare Benefits Plan | - | 262 | - | - | - |
| 2023 | 2 | 298 | $11,829,965 | $5,244,127 | $17,598iApproximate average salary by contribution assumption: employee only about $439,944 at 4% or $293,296 at 6%; with 50% employer match about $293,296 at 4% or $195,530 at 6%; with 100% employer match about $219,972 at 4% or $146,648 at 6%. |
| Drivewealth 401(K) Plan | - | 296 | $11,829,965 | $5,244,127 | $17,717iApproximate average salary by contribution assumption: employee only about $442,916 at 4% or $295,277 at 6%; with 50% employer match about $295,277 at 4% or $196,852 at 6%; with 100% employer match about $221,458 at 4% or $147,639 at 6%. |
| Drivewealth Holdings Inc. Employee Health and Welfare Benefits Plan | - | 298 | - | - | - |