Assets by plan
Share of aggregate retirement assets
- FLEETIO 401(K) (#001)$21.6M
- FLEETIO 401(K) (#002)$13.8M
Filings through .
Rarestep, Inc.
EIN 45-2338164InformationLatest filing 2025
Plans
3
Retirement
2
$35.4M assets
Health & Benefits
1
$3.0M premiums
Participants
1,216
1900 2ND AVE NORTH, SUITE 300 - BIRMINGHAM, AL 35203205-718-7500
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $35.4M assets / 809 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $3.0M premiums / 762 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.6M
- Prescription drug$2.6M
- Dental$436K
- Vision$436K
- Life$436K
- Long-term disability$436K
- +1 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
FLEETIO 401(K) PLAN
401(k)
Assets$21.6M
Participants466
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
FLEETIO 401(K) PLAN
401(k)
Assets$13.8M
Participants343
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
RARESTEP, INC. DBA FLEETIO HEALTH AND WELFARE PLAN
Fully insured - BLUE CROSS AND BLUE SHIELD OF ALABAMA
Premiums$3.0M
Covered lives762
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | FLEETIO 401(K) PLAN | 401(k) | $21.6M | 466 | 2025 |
| #002 | FLEETIO 401(K) PLAN | 401(k) | $13.8M | 343 | 2024 |
- FLEETIO 401(K) PLAN$21.6M#001 · 401(k) · 2025466
- FLEETIO 401(K) PLAN$13.8M#002 · 401(k) · 2024343
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | RARESTEP, INC. DBA FLEETIO HEALTH AND WELFARE PLAN | Fully insured | BLUE CROSS AND BLUE SHIELD OF ALABAMA | $3.0M | 762 | 2025 |
- #501 · Fully insured · BLUE CROSS AND BLUE SHIELD OF ALABAMA · 2025762
Retirement plans
Health & Benefits plans