Plan Ledger DOL Form 5500 · updated monthly

Infosend, Inc.401(k)

INFOSEND, INC. 401(K) PROFIT SHARING PLAN · ANAHEIM, CA · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Infosend, Inc. reported $28,608 in plan administrative expenses for 2024: 0.32% of average plan assets, below the peer median. Employer contributions averaged $1,567 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 3 years on file its reported administrative ratio has held roughly steady near 0.323%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in California (5,519th of 9,483), and 8,887th of 13,661 in manufacturing. In 2024, employees put in $1.91 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,792,169
Participants with balances131
Active participants202
Employer contributions$316,463
Employee contributions$605,528
Employer contribution per active participant$1,567
Average account balance$74,749
Benefits paid to participants$124,869
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$9.8M · 131 accts · $316K emplr
2022$6.3M · 98 accts · $239K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,040
Investment management$16,708
Total administrative$28,608
The Infosend, Inc. 401(k) match · 2024
Employer contribution per active participant$1,567
Median for plans this size$1,313
2024$1,567 per active participant
2022$1,532 per active participant

Infosend, Inc.'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 · 20243
RAYMOND JAMES & ASSOCIATES INC · Investment advisory (plan)$16,708
JPMORGAN INVEST HOLDINGS LLC$7,040
UBS FINANCIAL SERVICES INC$4,860

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

Administrative cost history2
2024$28,608 · 0.32%
2022$22,660 · 0.32%
Same employer
Similar plansManufacturing · California
Rombauer Vineyards, Inc. CA$9.9M · 0.54%
The Dot Printer, Inc. CA$9.8M · 0.67%
Southland Envelope, Inc. CA$9.8M · 0.04%
Eat Just, Inc. CA$9.7M · 0.46%
Giroux Glass, Inc. CA$9.7M · 0.00%
R.A.H. Industries, Inc. CA$9.7M · 1.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330748516 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.