AUMdb

Amerit Fleet Solutions 401 K Plan

Sponsored by Amerit Fleet Solutions · EIN 271655394 · Plan #001

Total assets
$36.8M
Net assets
$36.8M
Active participants
3,216
With balances
4,768

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Voya Retirement Advisors, Llc CRD 3989 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Voya Retirement Insurance & Annuity Recordkeeping fees $123,949
Voya Retirement Advisors, Llc Investment advisory (participants) $5,656