Plan Snapshot
- Plan Sponsor: Fleetstar Financial LLC
- Sponsor EIN: 352242969
- Sponsor Address: ONE THOMPSON SQUARE, BOSTON, MA, 02129
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $4.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | $4.7M | $67,688 | $82,730 |
| 2023 | 4 | $3.8M | $61,159 | $66,720 |
| 2022 | 4 | $3.2M | $58,798 | $58,802 |