Plan Snapshot
- Plan Sponsor: Fleetlogix INC
- Sponsor EIN: 273749466
- Sponsor Address: 610 W ASH ST, SAN DIEGO, CA, 921014836
- Plan Type: 401(k)
- Total Participants: 1,125
- Total Assets: $936,719
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 | 1,125 | $936,719 | $0 | $233,244 |
| 2023 | 960 | $628,762 | $0 | $131,478 |
| 2022 | 962 | $426,357 | $0 | $115,806 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — 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 | $3,845 | $3,845 | — | — | — |
| 2023 | $4,412 | $250 | $3,302 | — | — |
| 2022 | $4,261 | $202 | $4,059 | — | — |