Fleetio 401(k) Plan
Sponsored by Rarestep, Inc. · EIN 452338164 · Plan #002
- Total assets
- $13.8M
- Net assets
- $13.8M
- Active participants
- 283
- With balances
- 311
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | 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 | $26,151 |
| Captrust | Investment advisory (plan) | $14,654 |