Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$711K
- Vision$711K
- Life$711K
- Short-term disability$711K
- Long-term disability$711K
- Other$711K
- +2 more
Sponsor portfolio
DRIVEWEALTH HOLDINGS, INC.
EIN 47-3891786Latest filing 2025
Plans
2
Retirement
1
$16.8M assets
Welfare
1
$779K premiums
Participants
644
28 LIBERTY ST. FLOOR 50 - NEW YORK, NY 10005973-559-6750
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $779K premiums / 312 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA91%
- KAISER FOUNDATION HEALTH PLAN INC9%
Broker market share
Schedule A broker compensation
100%top
- SEQUOIA BENEFITS & INS SVCS LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
DRIVEWEALTH 401(K) PLAN
401k
Assets$16.8M
Participants339
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
DRIVEWEALTH HOLDINGS, INC. EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN
Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$779K
Covered lives312
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DRIVEWEALTH 401(K) PLAN | 401k | $16.8M | 339 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | DRIVEWEALTH HOLDINGS, INC. EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN | Fully Insured | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $779K | 312 | 2025 |
Retirement plans
Welfare plans