Plan Snapshot
- Plan Sponsor: Fleet Financial INC. (Dba Ilending)
- Sponsor EIN: 208891243
- Sponsor Address: 7257 S TUCSON WAY, ENGLEWOOD, CO, 80112
- Plan Type: 401(k)
- Total Participants: 143
- Total Assets: $4.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 143 | $4.4M | $316,615 | $676,368 |
| 2023 | 218 | $4.0M | $272,728 | $740,643 |
| 2022 | 284 | $3.6M | $541,513 | $1.2M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PLANTE MORAN | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $40,346 | $9,289 | — | — | — |
| 2023 | $84,334 | $8,025 | — | — | — |
| 2022 | $70,894 | — | — | — | — |