Plan Ledger DOL Form 5500 · updated monthly

Infomatics Corp.401(k)

INFOMATICS CORP. RETIREMENT TRUST · DULLES, VA · plan year 2023

Reported admin expense ratio · 2023
0.62%

Infomatics Corp. reported $16,994 in plan administrative expenses for 2023: 0.62% of average plan assets, above 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.

Across the 1 year on file its reported administrative ratio rose from 0.46% to 0.62%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Virginia (2,004th of 2,266), and 10,553rd of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$2,963,089
Participants with balances82
Active participants65
Employer contributions—
Employee contributions$265,307
Employer contribution per active participant—
Average account balance$36,135
Benefits paid to participants$303,716
Plan auditUnmodified (clean) audit opinion
AuditorRAVIB CPA & COMPANY, LLC
Plan history2
Yearassets · accounts · employer contribution
2023$3.0M · 82 accts
2022$2.5M · 104 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$16,994
Total administrative$16,994
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
AT RETIREMENT SERVICES, LLC · Claims processing · Recordkeeping$6,193
FORUSALL ADVISORS LLC · Contract administrator · Investment advisory (plan)$10,801

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

Administrative cost history2
2023$16,994 · 0.62%
2022$12,227 · 0.46%
Similar plansProfessional & Technical Services · Virginia
Block.One, LLC VA$3.0M · 0.54%
Data Concepts LLC VA$2.8M · 0.03%
Samson Companies, LLC VA$2.7M · 0.91%

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Source: U.S. Department of Labor, Form 5500 series, EIN 204931794 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.