Plan Snapshot
- Plan Sponsor: Fleetworthy Solutions, INC.
- Sponsor EIN: 391453757
- Sponsor Address: 4600 AMERICAN PARKWAY, SUITE 300, MADISON, WI, 53718
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $0 | $0 |
| 2023 | 124 | $5.8M | $245,752 | $525,064 |
| 2022 | 124 | $4.5M | $262,032 | $571,837 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO. | Recordkeeper | $41,798 | — | $41,798 |
| GALLAGHER BENEFIT SERVICES | Other Service Provider | $35,354 | $1,498 | $36,852 |
| PREMIER RETIREMENT PARTNERS | Other Service Provider | $9,250 | $8,532 | $17,782 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $96,432
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 | $44,626 | $5,887 | $9,700 | — | — |
| 2023 | $45,676 | $18,420 | $4,625 | — | — |
| 2022 | $34,890 | — | — | — | $34,890 |