Fleetpride Inc. Retirement & Savings Plan
Sponsored by Fleetpride, Inc. · EIN 630681070 · Plan #002
- Total assets
- $187M
- Net assets
- $187M
- Active participants
- 4,603
- With balances
- 5,632
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 |
|---|---|---|
| Aurora Private Wealth, Inc. CRD 281604 | deterministic · 100% | 2024 |
| Alera Investment Advisors, Llc CRD 287906 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $368,782 |
| Aurora Private Wealth Inc | Investment advisory (plan) | $120,091 |
| Whitleypenn | Accounting | $33,618 |
| Alera Investment Advisors Llc | Investment advisory (plan) | $23,385 |