Plan Snapshot
- Plan Sponsor: Fleetpride, INC.
- Sponsor EIN: 630681070
- Sponsor Address: 600 E LAS COLINAS BLVD SUITE 400, IRVING, TX, 75039
- Plan Type: 401(k)
- Total Participants: 4,603
- Total Assets: $187.0M
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 | 4,603 | $187.0M | $2.5M | $15.3M |
| 2023 | 4,288 | $162.5M | $2.3M | $14.4M |
| 2022 | 4,220 | $139.7M | $2.3M | $12.9M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $368,782 | — | $368,782 |
| AURORA PRIVATE WEALTH INC | ADVISOR | $120,091 | — | $120,091 |
| WHITLEYPENN | ACCOUNTANT/AUDITOR | $33,618 | — | $33,618 |
| ALERA INVESTMENT ADVISORS LLC | ADVISOR | $23,385 | — | $23,385 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- WHITLEYPENN — ACCOUNTANT/AUDITOR
- ALERA INVESTMENT ADVISORS LLC — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $545,876
- Estimated Expense Ratio: 0.292% of plan assets
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 | $545,877 | $143,476 | $1,200 | $33,618 | — |
| 2023 | $483,217 | $83,877 | $300 | $42,689 | — |
| 2022 | $266,146 | — | — | — | — |