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Original filing (PDF)20250911133851NAL0000267843001
AMERIT FLEET SOLUTIONS
Form 5500
FILING_RECEIVED
AMERIT FLEET SOLUTIONS 401K PLAN
401(k) retirement plan
Active participants
3,216
Accounts w/ balance
4,768
Plan assets (EOY)
$36.8M
Net assets (EOY)
$36.8M
How this plan invests
This plan
1 pooled trust
Schedule D
45 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 35 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERIT FLEET SOLUTIONS.
Plan sponsor
Name
AMERIT FLEET SOLUTIONS
EIN
27-1655394
Address
1333 N. CALIFORNIA BLVD SUITE 345 · WALNUT CREEK, CA · 94596
Phone
(925) 444-2896
Industry
Other Services (ex. Public Admin)see 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
2025-09-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ARMANINO, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | RECORD KEEPER | $124K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $6K | — |
Investments
32 direct securities · 1 pooled fund· $74.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$39.6M
32 holdings
Pooled Separate Account
$34.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $34.5M | 93.9% | |
| (Held at End of Year) AMERIT FLEET SOLUTIONS 401(K) PLAN EIN#27-1655394 Plan# 001 * Voya Index Solution 2055 P Z Registered Investment Company | — | — | — | $4.0M | 10.8% | |
| Voya Index Solution 2050 Portfolio Fund Pooled separate account | — | — | — | $3.8M | 10.2% | |
| Voya Index Solution 2035 Portfolio Fund Pooled separate account | — | — | — | $3.6M | 9.8% | |
| Voya Index Solution 2040 Portfolio Fund Pooled separate account | — | — | — | $3.5M | 9.5% | |
| Voya Index Solution 2030 Portfolio Fund Pooled separate account | — | — | — | $3.5M | 9.5% | |
| Voya Index Solution 2045 Portfolio Fund Pooled separate account | — | — | — | $3.3M | 9.0% | |
| Voya Index Solution 2060 Portfolio Fund Pooled separate account | — | — | — | $2.9M | 7.8% | |
| Voya Index Solution 2025 Portfolio Fund Pooled separate account | — | — | — | $2.2M | 6.0% | |
| Vangrd 500 Index Fund Adm Registered Investment Company | — | — | — | $2.1M | 5.8% | |
| LOAN FUND Participant Loans - Rates 3.25% to 8.50% | — | — | — | $1.3M | 3.5% | |
| Notes receivable from participants mature through October 2029 - | — | — | — | $1.3M | 3.5% | |
| Voya Index Solution 2065 Portfolio Fund Pooled separate account | — | — | — | $1.0M | 2.8% | |
| Voya Fixed Account (4062) Guaranteed investment contract | — | — | — | $955K | 2.6% | |
| Voya - American Funds AMCAP Fund Pooled separate account | — | — | — | $767K | 2.1% | |
| Voya - Vanguard Information Technology Index Fund Pooled separate account | — | — | — | $697K | 1.9% | |
| Vangrd Info Tech Indx Fd Adm Registered Investment Company | — | — | — | $697K | 1.9% | |
| Voya Index Solution Portfolio Fund Pooled separate account | — | — | — | $688K | 1.9% | |
| Vangrd Int-Trm Bd Indx Fd Adm Registered Investment Company | — | — | — | $477K | 1.3% | |
| Voya - Vanguard Intermediate-Term Bond Index Fund Pooled separate account | — | — | — | $477K | 1.3% | |
| DFA US Large Cap Vl Port Ins Registered Investment Company | — | — | — | $461K | 1.3% | |
| Voya - Vanguard Developed Markets Index Fund Pooled separate account | — | — | — | $396K | 1.1% | |
| Vangrd Dev Mkts Index Fd Adm Registered Investment Company | — | — | — | $396K | 1.1% | |
| Voya - American Funds EuroPacific Growth Fund Pooled separate account | — | — | — | $302K | 0.8% | |
| JPMorgan SmCp Growth Fnd R6 Registered Investment Company | — | — | — | $198K | 0.5% | |
| Voya - Vanguard Small-Cap Index Fund Pooled separate account | — | — | — | $193K | 0.5% | |
| Voya - Vanguard Mid-Cap Index Fund Pooled separate account | — | — | — | $117K | 0.3% | |
| Vanguard Real Estate Indx Adm Registered Investment Company | — | — | — | $95K | 0.3% | |
| Voya - Ivy Small Cap Core Fund Pooled separate account | — | — | — | $94K | 0.3% | |
| Voya - Eaton Vance Atlanta Capital SMID-Cap Fund Pooled separate account | — | — | — | $68K | 0.2% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | — | — | — | $53K | 0.1% | |
| Voya - American Century Mid Cap Value Fund Pooled separate account | — | — | — | $51K | 0.1% | |
| Voya - DFA Intl Small Company Portfolio Fund Pooled separate account | — | — | — | $29K | <0.1% |
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