Filings through Oct 24, 2026.

Retirement plan

Driven Brands, Inc. Employee Retirement Savings Plan

Name: DRIVEN BRANDS INC. - DRIVEN BRANDS, INC. EMPLOYEE RETIREMENT SAVINGS PLAN (2025) Form 5500
Creator: DRIVEN BRANDS INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DRIVEN BRANDS, INC. EMPLOYEE RETIREMENT SAVINGS PLAN, DRIVEN BRANDS INC.

Driven Brands Inc.EIN 20-5433628Plan #003PY 2025Filed Oct 12, 2026

440 S CHURCH ST, SUITE 700 - CHARLOTTE, NC 282022059704-644-8192

Prospect flagsLow participationCorrective distributionsFund lineup: 29 funds, $96.3M

How to read this page

Total assets (EOY)

$97.9M

No prior year

Total participants

5,913

No prior year

Average account balance

$38,692

No prior year

Annual return

19.24%

No prior year

Benchmarks

See 60 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants5,000-9,999

Cohort60 peers

Snapshot2025

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Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
PRINCIPAL FINANCIAL GROUP1+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290	Contract Administrator	$302,578
UBS FINANCIAL SERVICES INC1+ years Service code 27 · EIN 13-2638166	Advisory (Plan)	$50,552

Fund lineup

CSV with Pro

29 funds of $250K or more; 19 lines in all, holding $96.3M of the plan's $97.9M. From the 2025 filing. Recordkeeper: Principal.

In collective trusts73%median 0% for plans of $50M to $250M (12,424 plans)

In index funds15%median 25% for plans of $50M to $250M (12,424 plans)

In the main target-date series73%median 37% for plans of $50M to $250M (12,424 plans)

Employer stockNo

Target-date series: Principal LifeTime, collective trust, 73% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
Principal LifeTime Principal · Collective trust Target-date, 13 vintagesRecordkeeper's own fund	Principal	Collective trust	$70.6M	73.3%
Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$8.2M	8.5%
Separate Account T. Rowe Price/Brown Advisory T. Rowe Price/Brown Advisory T. Rowe Price · Separate account	T. Rowe Price	Separate account	$3.4M	3.5%
Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$2.5M	2.6%
Putnam Stable Value Fund Franklin Templeton · Insurance contract	Franklin Templeton	Insurance contract	$1.8M	1.9%
Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$1.5M	1.5%
Growth Separate Account Principal Principal · Separate account Recordkeeper's own fund	Principal	Separate account	$1.4M	1.4%
Fidelity Small Cap Growth Fund Fidelity Advisor Small Cap Growth Fund: Class Z Fidelity (FMR) · Mutual fund	Fidelity (FMR)	Mutual fund	$950K	1.0%
NEW World Fund INC Class R-6 Capital Group · Mutual fund	Capital Group	Mutual fund	$904K	0.9%
Principal LargeCap Growth Separate Account Principal · Separate account Recordkeeper's own fund	Principal	Separate account	$902K	0.9%

See the other 9 lines in this lineup with Pro.

Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$303K

$59 / participant

Contract admin$303K100.0%

% of EOY assets

0.309%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: BAKER TILLY US, LLP
Auditor EIN: 301413443
Audit fees: (not subdivided)
Opinion code: Unqualified

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Provider

Service type

Compensation

PRINCIPAL FINANCIAL GROUP1+ years

Filed as: PRINCIPAL LIFE INSURANCE COMPANY

Service code 13 · EIN 42-0127290

Contract Administrator

$302,578

UBS FINANCIAL SERVICES INC1+ years

Service code 27 · EIN 13-2638166

Advisory (Plan)

$50,552

Fund

Dollars

% of funds%

Principal LifeTime

Principal · Collective trust

Target-date, 13 vintagesRecordkeeper's own fund

$70.6M

73.3%

Fidelity 500 Index Fund

Fidelity (FMR) · Mutual fund

Index

$8.2M

8.5%

Separate Account T. Rowe Price/Brown Advisory T. Rowe Price/Brown Advisory

T. Rowe Price · Separate account

$3.4M

3.5%

Vanguard Value Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$2.5M

2.6%

Putnam Stable Value Fund

Franklin Templeton · Insurance contract

$1.8M

1.9%

Fidelity International Index Fund

Fidelity (FMR) · Mutual fund

Index

$1.5M

1.5%

Growth Separate Account Principal

Principal · Separate account

Recordkeeper's own fund

$1.4M

1.4%

Fidelity Small Cap Growth Fund Fidelity Advisor Small Cap Growth Fund: Class Z

Fidelity (FMR) · Mutual fund

$950K

1.0%

NEW World Fund INC Class R-6

Capital Group · Mutual fund

$904K

0.9%

Principal LargeCap Growth Separate Account

Principal · Separate account

Recordkeeper's own fund

$902K

0.9%

Driven Brands, Inc. Employee Retirement Savings Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Driven Brands, Inc. Employee Retirement Savings Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion