Employers › Fleetpride
Recordkeeping fees per participant · Fleetpride Inc. Retirement & Savings Plan · plan year 2024
$56.92
Higher than 40% of the 5,847 plans $50 to 250M that report it.
= $320,589 / 5,632
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251013115951NAL0001260273001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013115951NAL0001260273001, received 2025-10-13
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-13.
Administrative expenses excluding investment management, per participant
$71.45
Higher than 36% of the 8,758 plans $50 to 250M that report it.
= $402,401 / 5,632
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013115951NAL0001260273001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013115951NAL0001260273001, received 2025-10-13
Administrative expenses per participant
$96.92
Higher than 35% of the 9,042 plans $50 to 250M that report it.
= $545,877 / 5,632
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013115951NAL0001260273001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013115951NAL0001260273001, received 2025-10-13
Administrative expenses as a share of assets
0.292%
Higher than 86% of the 9,049 plans $50 to 250M that report it.
= $545,877 / $187,013,584
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013115951NAL0001260273001, received 2025-10-13
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013115951NAL0001260273001, received 2025-10-13
Employer contributions per participant
$451
Higher than 3% of the 9,105 plans $50 to 250M that report it.
= $2,538,145 / 5,632
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013115951NAL0001260273001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013115951NAL0001260273001, received 2025-10-13
Employer share of total contributions
11.8%
Higher than 6% of the 9,112 plans $50 to 250M that report it.
= $2,538,145 / $21,519,324
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013115951NAL0001260273001, received 2025-10-13
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013115951NAL0001260273001, received 2025-10-13
Plan terms are not published in public filings.
2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251013115951NAL0001260273001, received 2025-10-13
| Field | Value | Source |
|---|---|---|
| Plan sponsor | FLEETPRIDE, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251013115951NAL0001260273001, received 2025-10-13 |
| Plan name | FLEETPRIDE INC. RETIREMENT & SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251013115951NAL0001260273001, received 2025-10-13 |
| Sponsor EIN / plan number | 63-0681070 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251013115951NAL0001260273001, received 2025-10-13 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251013115951NAL0001260273001, received 2025-10-13 |
| Sponsor location | IRVING, TX | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251013115951NAL0001260273001, received 2025-10-13 |
| Industry (business code) | 441300, Retail trade | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251013115951NAL0001260273001, received 2025-10-13 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251013115951NAL0001260273001, received 2025-10-13 |
| Filing received | 2025-10-13 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251013115951NAL0001260273001, received 2025-10-13 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251013115951NAL0001260273001, received 2025-10-13 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251013115951NAL0001260273001, received 2025-10-13 |
| Participants, beginning of year | 5,554 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251013115951NAL0001260273001, received 2025-10-13 |
| Active participants | 4,603 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251013115951NAL0001260273001, received 2025-10-13 |
| Participants, end of year | 6,048 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251013115951NAL0001260273001, received 2025-10-13 |
| Participants with an account balance | 5,632 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013115951NAL0001260273001, received 2025-10-13 |
| Total assets, beginning of year | $162,534,156 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251013115951NAL0001260273001, received 2025-10-13 |
| Total assets, end of year | $187,013,584 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013115951NAL0001260273001, received 2025-10-13 |
| Net assets, end of year | $187,013,584 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251013115951NAL0001260273001, received 2025-10-13 |
| Total income | $48,577,210 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251013115951NAL0001260273001, received 2025-10-13 |
| Net income | $24,479,428 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251013115951NAL0001260273001, received 2025-10-13 |
| Employer contributions | $2,538,145 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013115951NAL0001260273001, received 2025-10-13 |
| Participant contributions | $15,317,307 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251013115951NAL0001260273001, received 2025-10-13 |
| Other contributions (incl. rollovers) | $3,663,872 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251013115951NAL0001260273001, received 2025-10-13 |
| Total contributions | $21,519,324 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013115951NAL0001260273001, received 2025-10-13 |
| Benefit payments | $23,532,524 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251013115951NAL0001260273001, received 2025-10-13 |
| Total expenses (incl. benefit payments) | $24,097,782 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251013115951NAL0001260273001, received 2025-10-13 |
| Total administrative expenses | $545,877 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013115951NAL0001260273001, received 2025-10-13 |
| Contract administrator fees | $1,200 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251013115951NAL0001260273001, received 2025-10-13 |
| Recordkeeping fees | $320,589 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251013115951NAL0001260273001, received 2025-10-13 |
| IQPA audit fees | $33,618 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251013115951NAL0001260273001, received 2025-10-13 |
| Investment advisory and management fees | $143,476 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251013115951NAL0001260273001, received 2025-10-13 |
| Administrative expenses excluding investment management | $402,401 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013115951NAL0001260273001, received 2025-10-13 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251013115951NAL0001260273001, received 2025-10-13 |
| Held in common/collective trusts | $0 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251013115951NAL0001260273001, received 2025-10-13 |
| Held in mutual funds | $175,695,748 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251013115951NAL0001260273001, received 2025-10-13 |
| Independent auditor | WHITLEY PENN LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251013115951NAL0001260273001, received 2025-10-13 |
Position = column in the DOL layout for form year 2024. Filing 20251013115951NAL0001260273001, received 2025-10-13.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees | $368,782 | yes |
| AURORA PRIVATE WEALTH INC | ADVISOR | 27 Investment advisory (plan) | $120,091 | no |
| WHITLEYPENN | ACCOUNTANT/AUDITOR | 10 Accounting (including auditing) | $33,618 | no |
| ALERA INVESTMENT ADVISORS LLC | ADVISOR | 27 Investment advisory (plan) | $23,385 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251013115951NAL0001260273001, received 2025-10-13.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $162,534,156 | $187,013,584 | 15.1% |
| Participants with a balance | 5,233 | 5,632 | 7.6% |
| Administrative expenses | $483,217 | $545,877 | 13.0% |
| Recordkeeping fees per participant | $58.83 | $56.92 | -3.2% |
| Employer contributions | $2,279,952 | $2,538,145 | 11.3% |
Prior filing 20241009143316NAL0009310963001, received 2024-10-09; the plan years are contiguous.
Sponsor name as filed: FLEETPRIDE, INC.; SEC registrant: FLEETPRIDE INC /AL/ (CIK 1083317, matched by EIN).