Original filing (PDF)20251010162029NAL0008468337001

FLEET FINANCIAL INC. (DBA ILENDING)

Name: FLEET FINANCIAL INC. (DBA ILENDING) — ILENDING RETIREMENT PLAN, Form 5500 (2024)
Creator: FLEET FINANCIAL INC. (DBA ILENDING)

Form 5500

FILING_RECEIVED

ILENDING RETIREMENT PLAN

401(k) retirement plan

Signals · 1

100% in single holding

Active participants

143

Accounts w/ balance

198

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

How this plan invests

This plan

2 pooled trusts

Schedule D

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

100

Vendor stack

100

Participation health

100

Knocking points off

Top holding "[DFE: INVESCO STABLE VALUE TRUST (extraction pending)]" is 100% of plan.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FLEET FINANCIAL INC. (DBA ILENDING).

Plan sponsor

Name

FLEET FINANCIAL INC. (DBA ILENDING)

EIN

20-8891243

Address

7257 S TUCSON WAY · ENGLEWOOD, CO · 80112

Phone

(720) 709-7925

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

Audit & trust (Schedule H)

Auditor

PLANTE MORAN

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$11K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CURI RMB CAPITAL LLC	59-3792751	—	ADVISOR	$9K	—

Investments

2 pooled funds· $5K(0% of reported assets)

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	Investment	Type	Shares / units	Cost	Current value	% of plan
	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%