Plan Ledger DOL Form 5500 · updated monthly

Infoverity U.S., Inc.401(k)

INFOVERITY RETIREMENT TRUST · DUBLIN, OH · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Infoverity U.S., Inc. reported $9,848 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,107 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 2 years on file its reported administrative ratio rose from 0.04% to 0.06%. 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 1,324th-largest of 3,295 plans among Ohio employers on file, and the 5,555th of 11,654 in professional & technical services. In 2024, employees put in $2.22 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,954,190
Participants with balances227
Active participants185
Employer contributions$944,883
Employee contributions$2,101,051
Employer contribution per active participant$5,107
Average account balance$87,904
Benefits paid to participants$841,505
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.0M · 227 accts · $945K emplr
2023$15.2M · 200 accts · $868K emplr
2022$10.6M · 178 accts · $687K emplr
The Infoverity U.S., Inc. 401(k) match · 2024
Employer contribution per active participant$5,107
Median for plans this size$2,416
2024$5,107 per active participant
2023$4,793 per active participant
2022$3,904 per active participant

Infoverity U.S., Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$8,135
CREATIVE RETIREMENT SYSTEMS, INC · Other servicesindirect comp

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

Administrative cost history3
2024$9,848 · 0.06%
2023$6,829 · 0.05%
2022$4,500 · 0.04%
All plans at this employer2
INFOVERITY RETIREMENT TRUST401(k)
INFOVERITY, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansProfessional & Technical Services · Ohio
Shared Services, LLC OH$20.7M · 0.31%
Innomark Communications LLC OH$20.0M · 0.53%
Vocon Design, Inc. OH$19.8M · 0.39%
Kreber Graphics, Inc. OH$19.4M · 0.44%
Signature Partners, Inc. OH$19.2M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 452428631 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.