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Original filing (PDF)20260116170054NAL0017750577001
MYRIAD FLEET, LLC
Form 5500
FILING_RECEIVED
MYRIAD FLEET, LLC 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 2
Late filing · 2.0 mo~136 bps in Sched C fees
Active participants
112
Accounts w/ balance
131
Plan assets (EOY)
$496K
Net assets (EOY)
$496K
How this plan invests
This plan
1 pooled trust
Schedule D
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
92
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 2.0 months past the 10.5-month grace window.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MYRIAD FLEET, LLC.
Plan sponsor
Name
MYRIAD FLEET, LLC
EIN
84-4541165
Address
11990 GRANT ST. · SUITE 550 · NORTHGLENN, CO · 80233
Phone
(720) 505-3004
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
2026-01-16
Pension benefit codes
2A · Age/service weighted or new comparability
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
JDS PROFESSIONAL GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $7K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
16 direct securities · 1 pooled fund· $480K(97% 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
$469K
16 holdings
Common Collective Trust
$11K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T.ROWE PRICE RETIREMENT 2010-R 1 REGISTERED INVESTMENT COMPANY ALLSPRING SPECIAL SC VAL A 1 REGISTERED INVESTMENT COMPANY T. ROWE PRICE RETIREMENT 2065 | Registered Investment Companies | — | — | $77K | 15.6% | |
| T.ROWE PRICE RETIREMENT 2060-R | Registered Investment Companies | — | — | $76K | 15.3% | |
| VIC PIO FUNDAMENTAL GROWTH A | Registered Investment Companies | — | — | $73K | 14.7% | |
| JPM US SMALL COMPANY FD R3 426 REGISTERED INVESTMENT COMPANY JPM EQ INCOME FD R3 1 REGISTERED INVESTMENT COMPANY AMERICAN FUNDS AMER BAL FD- R3 | Registered Investment Companies | — | — | $48K | 9.7% | |
| AMERICAN FUNDS INTL GR AND INC | Registered Investment Companies | — | — | $31K | 6.2% | |
| T.ROWE PRICE RETIREMENT 2055-R | Registered Investment Companies | — | — | $28K | 5.7% | |
| JANUS HENDERSONTRITON FUND - S 0 REGISTERED INVESTMENT COMPANY JPM MID CAP VALUE R3 | Registered Investment Companies | — | — | $28K | 5.6% | |
| T.ROWE PRICE RETIREMENT 2050-R | Registered Investment Companies | — | — | $26K | 5.3% | |
| T.ROWE PRICE RETIREMENT 2020-R 33 REGISTERED INVESTMENT COMPANY NATIONWIDE INTL INDEX - A | Registered Investment Companies | — | — | $18K | 3.6% | |
| T.ROWE PRICE RETIREMENT 2015-R 1 REGISTERED INVESTMENT COMPANY T.ROWE PRICE RETIREMENT 2025-R | Registered Investment Companies | — | — | $16K | 3.2% | |
| T.ROWE PRICE RETIREMENT 2045-R | Registered Investment Companies | — | — | $13K | 2.7% | |
| T.ROWE PRICE RETIREMENT 2035-R | Registered Investment Companies | — | — | $12K | 2.3% | |
| INVESCO STABLE ASSET - ADP59 INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $11K | 2.2% | |
| NATIONWIDE BOND INDEX - A | Registered Investment Companies | — | — | $10K | 2.0% | |
| INVESCO S&P 500 INDEX A | Registered Investment Companies | — | — | $8K | 1.6% | |
| T.ROWE PRICE RETIREMENT 2030-R | Registered Investment Companies | — | — | $4K | 0.7% | |
| TROWE PRICE RET 2005 - R 351 REGISTERED INVESTMENT COMPANY NATIONWIDE SMALL CAP INDEX A 0 REGISTERED INVESTMENT COMPANY T.ROWE PRICE RETIREMENT 2040-R | Registered Investment Companies | — | — | $2K | 0.4% |
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