Plan Ledger DOL Form 5500 · updated monthly

Infinity Health401(k)

INFINITY HEALTH 401(K) PLAN · LEON, IA · plan year 2024

Reported admin expense ratio · 2024
0.04%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Infinity Health reported $2,180 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,957 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.07% to 0.04%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Iowa (669th of 878), and 7,294th of 11,911 in health care & social assistance. In 2024, employees put in $2.27 for every $1.00 the employer contributed; active participation has shrunk from 134 to 111 since 2022.

Plan summary
Net assets, end of year$6,105,077
Participants with balances137
Active participants111
Employer contributions$217,192
Employee contributions$492,024
Employer contribution per active participant$1,957
Average account balance$44,563
Benefits paid to participants$389,575
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.1M · 137 accts · $217K emplr
2023$5.1M · 131 accts · $231K emplr
2022$3.8M · 130 accts · $198K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,180
Total administrative$2,180
The Infinity Health 401(k) match · 2024
Employer contribution per active participant$1,957
Median for plans this size$1,313
2024$1,957 per active participant
2023$1,959 per active participant
2022$1,475 per active participant

Infinity Health's 2024 employer contribution ran above the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
ADP, INC. · Loan processing · Recordkeeping$2,190

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADP
2023ADP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$2,180 · 0.04%
2023$3,132 · 0.07%
2022$3,008 · 0.07%
Similar plansHealth Care & Social Assistance · Iowa
Mid Step Services Inc IA$6.3M · 0.57%
Ellipsis, Inc. IA$6.2M · 0.40%
Friendship Haven, Inc. IA$6.1M · 0.98%
Optimae Liefservices Inc IA$5.9M · 0.60%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 391908462 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.