Plan Ledger DOL Form 5500 · updated monthly

Infinity Management & Invesements401(k)

INFINITY MANAGEMENT & INVESTMENTS 401(K) PLAN · LEWISTON, ID · plan year 2024

Reported admin expense ratio · 2024
0.62%

Infinity Management & Invesements reported $1,863 in plan administrative expenses for 2024: 0.62% of average plan assets, below the peer median. 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 under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other management of companies employers. By assets it is among the smaller plans on file in Idaho (339th of 349), and 770th of 786 in management of companies.

Plan summary
Net assets, end of year$401,178
Participants with balances257
Active participants175
Employer contributions—
Employee contributions$205,395
Employer contribution per active participant—
Average account balance$1,561
Benefits paid to participants$28,569
Plan auditUnmodified (clean) audit opinion
AuditorANASTASI, MOORE, & MARTIN PLLC
Administrative expenses, itemized · 2024
Investment management$1,863
Total administrative$1,863
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.

Administrative cost history1
2024$1,863 · 0.62%
Similar plansManagement of Companies · Idaho
Futura Corporation ID$11.8M · 0.21%
Pfb America Corporation ID$5.8M · 0.69%
Winwood Hospitality Group NC$472K · 1.01%
Everest EB-5 Capital LLC PA$453K · 0.97%
Tower Holdings Group Inc NY$443K · 0.02%
Won Life Holdings LLC NC$410K · 1.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 263723320 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.