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Original filing (PDF)20251015151219NAL0005255153001
FYX FLEET, LLC
Form 5500
FILING_RECEIVED
FYX FLEET, LLC 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
29% in single holding
Active participants
90
Accounts w/ balance
113
Plan assets (EOY)
$4.4M
Net assets (EOY)
$4.4M
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
85
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "VAN TARG RETIRE 2070 36 REGISTERED INVESTMENT COMPANY FID 500 IND" is 29% of plan.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FYX FLEET, LLC.
Plan sponsor
Name
FYX FLEET, LLC
EIN
81-1230687
Address
500 MEIJER DRIVE, SUITE 300 · FLORENCE, KY · 41042
Phone
(513) 382-9943
Industry
Transportation & Warehousingsee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
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)
Audit & trust (Schedule H)
Auditor
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
22 direct securities · 1 pooled fund· $4.3M(98% 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.
Registered Investment Companies
$4.0M
22 holdings
Common Collective Trust
$327K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARG RETIRE 2070 36 REGISTERED INVESTMENT COMPANY FID 500 IND | Registered Investment Companies | — | — | $1.3M | 28.8% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $592K | 13.5% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $341K | 7.8% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $337K | 7.7% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $327K | 7.5% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $210K | 4.8% | |
| FID US BOND IND | Registered Investment Companies | — | — | $204K | 4.7% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $158K | 3.6% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $151K | 3.5% | |
| TROWE PRICE ALLCAP OPPS I | Registered Investment Companies | — | — | $94K | 2.2% | |
| FIDELITY ADVISOR TOTAL BOND Z | Registered Investment Companies | — | — | $82K | 1.9% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $82K | 1.9% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $81K | 1.9% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $67K | 1.5% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $66K | 1.5% | |
| VANGUARD ST INPRO SEC IND ADM | Registered Investment Companies | — | — | $62K | 1.4% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $38K | 0.9% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $34K | 0.8% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $31K | 0.7% | |
| VANGUARD WINDSOR II FD- ADM | Registered Investment Companies | — | — | $28K | 0.6% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $24K | 0.6% | |
| DFA US SUSTAINABILITY CORE 1 | Registered Investment Companies | — | — | $5K | 0.1% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $3K | <0.1% |
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