Plan Ledger DOL Form 5500 · updated monthly

Fleetgenius, LLC401(k)

FLEETGENIUS 401K PLAN · NAPLES, FL · plan year 2024

Reported admin expense ratio · 2024
0.09%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Fleetgenius, LLC reported $5,522 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $670 per active participant. 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 0.05% to 0.09%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Florida (2,242nd of 3,644), and 10,432nd of 13,661 in manufacturing. In 2024, employees put in $1.69 for every $1.00 the employer contributed; active participation has shrunk from 338 to 291 since 2022.

Plan summary
Net assets, end of year$6,482,862
Participants with balances126
Active participants291
Employer contributions$194,843
Employee contributions$330,011
Employer contribution per active participant$670
Average account balance$51,451
Benefits paid to participants$654,394
Plan auditUnmodified (clean) audit opinion
AuditorPARSONS CPA, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$6.5M · 126 accts · $195K emplr
2023$5.8M · 103 accts · $224K emplr
2022$5.5M · 104 accts · $165K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,522
Total administrative$5,522
The Fleetgenius, LLC 401(k) match · 2024
Employer contribution per active participant$670
Median for plans this size$1,313
2024$670 per active participant
2023$622 per active participant
2022$489 per active participant

Fleetgenius, LLC's 2024 employer contribution ran below the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

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 · 20244
VOYA RETIREMENT INSURANCE & ANNUITY · Investment advisory (participants) · Contract administrator$5,371
JPMORGAN INVEST HOLDINGS LLC$150
ASCENSUS · Other servicesindirect comp

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$5,522 · 0.09%
2023$14,426 · 0.26%
2022$2,963 · 0.05%
Same employer
Similar plansManufacturing · Florida
Passion Growers LLC FL$6.6M · 0.06%
Anton Paar Quantatec Inc. FL$6.5M · 0.37%
Fsf Manufacturing, Inc. FL$6.4M · 0.05%
National Molding, LLC FL$6.4M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 832522418 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.