form5500lookup

Form 5500 · Retirement plan · RUSSELLVILLE, AL

FLEET DRIVER SERVICE, INC.

The filing calls this plan FLEET DRIVER SERVICE, INC. 401(K) PLAN.

FLEET DRIVER SERVICE, INC. of RUSSELLVILLE, AL's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 45-3685803 · plan 333 · plan year 2024, filed Oct 14, 2025

Participants at the start of the year
355
Contracts on file
1
Contract value
$6,518
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY.

The contracts held $6,518 at the end of the plan year, as reported on Schedule A.

$4,754 in agent commissions is disclosed across the contracts; OSAIC WEALTH INC is the agent of record.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANYAnnuity / GIC187December$6,518$4,754

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

ERISA SERVICES OF ALABAMA, LLC
Recordkeeping and information management · EIN 86-2724986
$27,291
paid directly by the plan
TRANSAMERICA FINANCIAL LIFE INS CO
Recordkeeping and information management · EIN 36-6071399
$22,401
paid directly by the plan
MESIROW FINANCIAL, INC.
INVESTMENT ADVISORY · EIN 36-3194849
$127
paid directly by the plan
OSAIC WEALTH INC
BROKER · EIN 93-0987232
$0
paid directly by the plan

Named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$399,642
Paid out in benefits
$471,736
Participants at the start of the year
355
Participants with account balances
187

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

RecordkeeperEIN 86-2724986
ERISA SERVICES OF ALABAMA, LLC
Independent accountantEIN 23-3731278
DIPIAZZA LAROCCA HEETER & CO, LLC
Accountant's opinion (Schedule H, line 3a)
Unmodified

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

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