How big is Fleetpride, Inc.'s plan?

Fleetpride, Inc.'s plan reported $187.0M in assets and 4,603 participants for 2024.

Original filing (PDF)20251013115951NAL0001260273001

Fleetpride, Inc.

Name: Fleetpride, Inc. — Fleetpride Inc. Retirement &, Form 5500 (2024)
Creator: Fleetpride, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Fleetpride Inc. Retirement & Savings Plan

401(k) retirement plan · Fleetpride, Inc.'s Fleetpride Inc. Retirement & Savings Plan held $187.0M in plan assets for 4,603 participants in 2024, with Fidelity as recordkeeper.

Active participants

4,603

Accounts w/ balance

5,632

Plan assets (EOY)

$187.0M

Net assets (EOY)

$187.0M

People on this filing

Karen Stevens signed Fleetpride, Inc.'s 2024 Form 5500 as plan administrator.

Karen Stevens — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Fleetpride, Inc.'s EIN is 63-0681070.

EIN 63-0681070

Plan number 002

Plan year 2024

ACK ID 20251013115951NAL0001260273001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Fleetpride, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Fleetpride, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FLEETPRIDE, INC..

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How this plan invests

This plan

1 pooled trust

Schedule D

295 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (21st percentile).
Bottom-decile employer contributions per participant (6th percentile).

Plan sponsor

Name

FLEETPRIDE, INC.

EIN

all filings

Address

600 E LAS COLINAS BLVD SUITE 400 · IRVING, TX · 75039

Phone

(469) 249-7786

Industry

Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$369K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
AURORA PRIVATE WEALTH INC	47-4814591	—	ADVISOR	$120K	—
ALERA INVESTMENT ADVISORS LLC

Investments

295 direct securities · 1 pooled fund· $193.7M(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.

Mutual Funds

$156.2M

25 holdings

Common Collective Trusts

$15.4M

8 holdings

Other securities

$11.2M

8 holdings

Common Collective Trust

$6.8M

1 holding

U.S. Treasuries

$2.4M

17 holdings

Pooled Separate Accounts

$810K

1 holding

Bonds / Notes

$766K

210 holdings

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

American Funds (Capital Group)$105.9M Fidelity$53.4M Dodge & Cox$6.3M BlackRock / iShares$1.9M Northern Trust$1.8M Prudential / PGIM$897K Franklin Templeton$597K PIMCO$383K Vanguard

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Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.

					% of plan
Fidelity Growth Co K6 Fund	Mutual Funds	—	—	$33.3M	17.8%
American Funds 2030 Target Date Retirement Fund	Mutual Funds	—	—	$20.1M	10.7%
American Funds 2035 Target Date Retirement Fund	Mutual Funds	—	—	$15.2M	8.1%
Fidelity 500 Index	Common Collective Trusts	—	—	$13.7M	7.3%
American Funds 2025 Target Date Retirement Fund	Mutual Funds	—	—	$13.5M	7.2%
American Funds 2045 Target Date Retirement Fund	Mutual Funds	—	—	$12.9M	6.9%
American Funds 2050 Target Date Retirement Fund	Mutual Funds	—	—	$12.3M	6.6%
American Funds 2040 Target Date Retirement Fund	Mutual Funds	—	—	$12.1M	6.5%
American Funds 2055 Target Date Retirement Fund	Mutual Funds	—	—	$7.4M	4.0%
MELLON STABLE VALUE THE BANK OF NEW YORK MELLON · EIN 11-3152987 / PN 000	Common Collective Trust	—	—	$6.8M	3.6%
Dodge & Cox Stock Fund	Mutual Funds	—	—	$6.3M	3.4%
Fidelity Mid Cap Index	Mutual Funds	—	—	$5.2M	2.8%
American Funds 2060 Target Date Retirement Fund	Mutual Funds	—	—	$4.6M	2.5%
American Funds 2020 Target Date Retirement Fund	Mutual Funds	—	—	$4.4M	2.3%
various due dates -0-	Other securities	—	—	$4.3M	2.3%
MFS International Diversification Fund Class R4	Mutual Funds	—	—	$3.2M	1.7%
Boston Financial Pioneer Bond Y	Other securities	—	—	$2.4M	1.3%
AB Small Cap Growth Fund	Other securities	—	—	$1.8M	1.0%
American Funds 2065 Target Date Retirement Fund	Mutual Funds	—	—	$1.8M	1.0%
Undiscovered Managers Funds Undiscovered Managers Behavioral Value Fund Class R6	Other securities	—	—	$1.2M	0.6%
American Funds 2015 Target Date Retirement Fund	Mutual Funds	—	—	$997K	0.5%
Insurance Company Separate Accounts - 11.02% New York Life	Pooled Separate Accounts	—	—	$810K	0.4%
American Funds 2010 Target Date Retirement Fund	Mutual Funds	—	—	$711K	0.4%
BlackRock 1-3 Year Credit Bond Index Non-Lendable Fund	U.S. Treasuries	—	—	$643K	0.3%
Prudential Short Duration Core Bond Fund	Other securities	—	—	$642K	0.3%
Franklin Small-Mid Cap Growth Fund	Mutual Funds	—	—	$597K	0.3%
Fidelity US Bond Index	Mutual Funds	—	—	$530K	0.3%
Victory Sycamore Established Value Fund Class R6	Other securities	—	—	$528K	0.3%
BlackRock 1-3 Year Government Bond Index Fund	U.S. Treasuries	—	—	$433K	0.2%
Northern Trust Collective 1-10 Year Intermediate Credit Bond Index Fund	U.S. Treasuries	—	—	$420K	0.2%
BlackRock Mortgage-Backed Securities Index Fund	Common Collective Trusts	—	—	$373K	0.2%
Northern Trust Collective Mortgage-Backed Securities Index Fund	Common Collective Trusts	—	—	$362K	0.2%
PIMCO High Yield International Value Fund	Mutual Funds	—	—	$354K	0.2%
Northern Trust Collective Short Term Government Bond Index Fund	U.S. Treasuries	—	—	$347K	0.2%
Fidelity International Index	Mutual Funds	—	—	$316K	0.2%
BlackRock Asset-Backed Securities Index Fund	Common Collective Trusts	—	—	$298K	0.2%
Northern Trust Collective Asset-Backed Securities Bond Index Fund	Common Collective Trusts	—	—	$290K	0.2%
Prudential Core Conservative Intermediate Bond Fund	Other securities	—	—	$256K	0.1%
Fidelity Government Money Market Portfolio	Mutual Funds	—	—	$251K	0.1%
Northern Trust Collective Daily 1-5 Year Credit Bond Index Fund	U.S. Treasuries	—	—	$205K	0.1%
The Bank of New York Mellon Collective Trust Government Short Term Investment Fund (d)	Common Collective Trusts	—	—	$117K	<0.1%
BlackRock Commercial Mortgage-Backed Securities Index Fund	Common Collective Trusts	—	—	$117K	<0.1%
Northern Trust Collective Commercial Mortgage-Backed Securities Index Fund	Common Collective Trusts	—	—	$113K	<0.1%
US Treasury Note, 4.38%, due 8/31/2028	U.S. Treasuries	—	—	$91K	<0.1%
Vanguard International Value Fund	Mutual Funds	—	—	$77K	<0.1%
Vanguard International Growth Admiral Fund	Mutual Funds	—	—	$75K	<0.1%
Northern Trust Collective 1-10 Year Intermediate Government Bond Index Fund	U.S. Treasuries	—	—	$74K	<0.1%
US Treasury Note, 1.63%, due 8/15/2029	U.S. Treasuries	—	—	$51K	<0.1%
US Treasury Note, 3.63%, due 5/31/2028	U.S. Treasuries	—	—	$45K	<0.1%
PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged)	Mutual Funds	—	—	$30K	<0.1%