Plan Ledger DOL Form 5500 · updated monthly

Infinity Home Services Acquisition, LLC401(k)

INFINITY HOME SERVICES 401(K) P/S PLAN · BROOKFIELD, WI · plan year 2024

Reported admin expense ratio · 2024
0.54%

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

Infinity Home Services Acquisition, LLC reported $80,962 in plan administrative expenses for 2024: 0.54% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,242 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 934th-largest of 1,936 plans among Wisconsin employers on file, and the 2,184th of 5,337 in construction. In 2024, employees put in $2.12 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,923,355
Participants with balances372
Active participants925
Employer contributions$1,149,271
Employee contributions$2,432,650
Employer contribution per active participant$1,242
Average account balance$48,181
Benefits paid to participants$981,007
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,840
Investment management$51,122
Total administrative$80,962
The Infinity Home Services Acquisition, LLC 401(k) match · 2024
Employer contribution per active participant$1,242
Median for plans this size$2,416

Infinity Home Services Acquisition, LLC's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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 · 20242
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$29,840
FAIRCOURT PARTNERS, LLC · Investment advisory (plan)$51,122

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

Administrative cost history1
2024$80,962 · 0.54%
Same employer
Similar plansConstruction · Wisconsin
Glenn Rieder, LLC WI$19.6M · 0.46%
Cleary Building Corp. WI$19.3M · 0.68%
Kraemer Brothers, LLC WI$18.8M · 0.01%
Scott Construction, Inc. WI$17.8M · 0.14%
Poblocki Paving Corp. WI$17.7M · 0.02%
Omni Glass & Paint, LLC WI$16.1M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 872247013 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.