Plan Ledger DOL Form 5500 · updated monthly

Amerit Fleet Solutions401(k)

AMERIT FLEET SOLUTIONS 401K PLAN · WALNUT CREEK, CA · plan year 2024

Reported admin expense ratio · 2024
0.40%

Amerit Fleet Solutions reported $129,606 in plan administrative expenses for 2024: 0.40% of average plan assets, above the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.25% to 0.40%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 2,287th-largest of 9,483 plans among California employers on file, and the 595th of 3,341 in other services. active participation has grown from 2,210 to 3,216 since 2022.

Plan summary
Net assets, end of year$36,768,029
Participants with balances4,768
Active participants3,216
Employer contributions—
Employee contributions$8,674,376
Employer contribution per active participant—
Average account balance$7,711
Benefits paid to participants$4,060,356
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$36.8M · 4,768 accts
2023$27.4M · 4,107 accts
2022$18.2M · 3,073 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$101,375
Investment management$5,681
Total administrative$129,606
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$5,656

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$129,606 · 0.40%
2023$69,506 · 0.31%
2022$45,000 · 0.25%
Same employer
Similar plansOther Services · California
Backblaze, Inc. CA$39.3M · 0.01%
Semi CA$37.8M · 0.02%
Team Public Choices, LLC CA$37.0M · 0.76%
Impact Tech Inc. CA$34.9M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 271655394 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.