DRIVEN INVESTMENTS LLC
2 known aliases resolved via the canonical alias map
Market position · 2024
Plans served6-1 YoYRank #1973 of mapped providers
Assets under administration$24.0B0.0%Market share · rank #558
Fees received$82,486Median $7,912/planSum across Schedule C direct + indirect
Net wins YoY-12 won · 3 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical DRIVEN INVESTMENTS LLC plan look like?
Service mix · median fees per plan
Count of plans where DRIVEN INVESTMENTS LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Investment advisory (participants)Code 26 | 5 | $10,393 | |
Other feesCode 99 | 1 | $613 |
Competitor overlap
Percent of DRIVEN INVESTMENTS LLC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under DRIVEN INVESTMENTS LLC.
| Sponsor | From | Assets |
|---|---|---|
HILTON DOMESTIC OPERATING COMPANY, INC.VA · 384009972-101 | ALSTON & BIRD LLP | $2.3B |
MULTICARE HEALTH SYSTEMWA · 911352172-003 | CHANEY CAPITAL MANAGEMENT | $1.2B |
Plans lost in 2024
Appeared last year under DRIVEN INVESTMENTS LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
THE CHARLES SCHWAB CORPORATIONTX · 943025021-002 | CORIENT PRIVATE WEALTH LLC | $8.0B |
INTUIT INC.CA · 770034661-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $3.1B |
CONSTELLATION BRANDS, INC.NY · 160716709-002 | GREAT-WEST LIFE & ANNUITY INSURANCE | $979M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
HUMANA INC.KY · 610647538-002 | $7.7B | 61,001 | $29,674 | 2y | 1 |
INTERMOUNTAIN HEALTH CARE, INC.UT · 870269232-002 | $6.8B | 86,655 | $36,000 | 4y | - |
JETBLUE AIRWAYS CORPORATIONNY · 870617894-001 | $5.4B | 27,448 | $10,393 | 2y | 1 |
HILTON DOMESTIC OPERATING COMPANY, INC.VA · 384009972-101 | $2.3B | 36,894 | $5,430 | 1y | - |
MULTICARE HEALTH SYSTEMWA · 911352172-003 | $1.2B | 20,136 | $613 | 1y | 1 |
MULTICARE HEALTH SYSTEMWA · 911352172-002 | $562M | 15,127 | $376 | 2y | - |
Flag exposure
83.3%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (2)
Raw Schedule C names collapsed into DRIVEN INVESTMENTS LLC.
- DRIVEN BRANDS INC EMPLO
- DRIVEN INVESTMENTS LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for DRIVEN INVESTMENTS LLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 3 | 50.00% | 1.76% | +48.24 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with DRIVEN INVESTMENTS LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent