AUMdb

Fleetgenius 401 K Plan

Sponsored by Fleetgenius, Llc · EIN 832522418 · Plan #002

Total assets
$6.5M
Net assets
$6.5M
Active participants
291
With balances
126

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

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Voya Retirement Insurance & Annuity Investment advisory (participants), Contract administrator, Investment advisory (plan) $5,371
Jpmorgan Invest Holdings Llc Recordkeeping fees $150
Ascensus Other services $0
Empower Annuity Insurance Company O Recordkeeping fees $0