# Fleetgenius, LLC 401(k) Plan
Source: https://planprovider.pro/companies/fleetgenius-llc-401k-plan-002

> Fleetgenius, LLC's 401(k) plan: 291 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fleetgenius, LLC

- **Sponsor EIN:** 832522418

- **Sponsor Address:** 2525 TARPON ROAD, NAPLES, FL, 34102

- **Plan Type:** 401(k)

- **Total Participants:** 291

- **Total Assets:** $6.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|291|$6.5M|$194,843|$330,011|

| 2023|361|$5.8M|$224,399|$452,104|

| 2022|338|$5.5M|$165,401|$384,460|

## 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|

| PARSONS CPA, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PARSONS CPA, LLC](https://planprovider.pro/provider/parsons-cpa-pllc) — Auditor

## 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|$5,522|—|—|—|—|

| 2023|$14,426|—|$4,941|—|—|

| 2022|$2,963|—|—|—|$2,963|

## Similar Plans

- [Gunderlin, Ltd.](https://planprovider.pro/companies/gunderlin-ltd-401k-plan) — 132 participants

- [Apex Machine Company](https://planprovider.pro/companies/apex-machine-company-401k-plan) — 53 participants

- [Jl Finch INC.](https://planprovider.pro/companies/jl-finch-inc-plan) — 4 participants

- [312 Designs, INC.](https://planprovider.pro/companies/312-designs-inc-401k-plan) — 1 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/fleetgenius-llc-401k-plan-002)

© 2026 PlanProvider.Pro