Plan Ledger DOL Form 5500 · updated monthly

Infotrack US Inc401(k)

INFOTRACK US INC 401 (K) PLAN · PETALUMA, CA · plan year 2024

Reported admin expense ratio · 2024
0.60%

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

Infotrack US Inc reported $68,701 in plan administrative expenses for 2024: 0.60% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,085 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 1 year on file its reported administrative ratio rose from 0.31% to 0.60%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 4,706th-largest of 9,483 plans among California employers on file, and 7,017th of 11,654 in professional & technical services. In 2024, employees put in $2.04 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,281,287
Participants with balances328
Active participants242
Employer contributions$988,583
Employee contributions$2,014,004
Employer contribution per active participant$4,085
Average account balance$40,492
Benefits paid to participants$1,299,538
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$13.3M · 328 accts · $989K emplr
2023$9.8M · 290 accts · $660K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,855
Investment management$26,596
Audit (IQPA)$9,250
Total administrative$68,701
The Infotrack US Inc 401(k) match · 2024
Employer contribution per active participant$4,085
Median for plans this size$2,416
2024$4,085 per active participant
2023$2,651 per active participant

Infotrack US Inc's 2024 employer contribution ran above the $2,416 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$32,855
NEWFRONT RETIREMENT SERVICES INC · Investment advisory (plan)$26,596
SENSIBA LLP · Accounting / audit$9,250

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$68,701 · 0.60%
2023$30,526 · 0.31%
Same employer
Similar plansProfessional & Technical Services · California
Duetto Research, Inc. CA$13.4M · 0.02%
Superior Tank Company, Inc. CA$13.4M · 0.35%
Lightmatter Inc CA$13.3M · 0.09%
Launchsquad, LLC CA$13.2M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 854343705 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.