Debbie Bryan signed Fleet Financial Inc. (DBA Ilending)'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fleet Financial Inc. (DBA Ilending)'s EIN is 20-8891243.
Download the official 2024 Form 5500 (PDF) for Fleet Financial Inc. (DBA Ilending) from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fleet Financial Inc. (DBA Ilending)'s plan includes automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CURI RMB CAPITAL LLC | 59-3792751 | — | ADVISOR | $9K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $4.3M | 96.3% | |
| INVESCO STABLE VAL I INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $5K | 0.1% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
