Plan Ledger DOL Form 5500 · updated monthly

Infoverity Holding Co.ESOP

INFOVERITY, INC. EMPLOYEE STOCK OWNERSHIP PLAN · DUBLIN, OH · plan year 2023

Reported admin expense ratio · 2023
0.00%

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

Infoverity Holding Co. reported $100 in plan administrative expenses for 2023: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $12,726 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 0.00% to 0.14%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,080th-largest of 3,295 plans among Ohio employers on file, and the 4,605th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$26,118,782
Participants with balances176
Active participants150
Employer contributions$1,908,845
Employee contributions—
Employer contribution per active participant$12,726
Average account balance$148,402
Benefits paid to participants$104,150
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$16.7M · 191 accts · $1.9M emplr
2023$26.1M · 176 accts · $1.9M emplr
Employer contributions to the Infoverity Holding Co. plan · 2023
Employer contribution per active participant$12,726
Median for plans this size$2,440
2024$12,518 per active participant
2023$12,726 per active participant

Infoverity Holding Co.'s 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2024$30,666 · 0.14%
2023$100 · 0.00%
Similar plansProfessional & Technical Services · Ohio
Archem America, Inc. OH$26.1M · 0.62%
Empower Media Partners, LLC OH$25.9M · 0.24%
Keyfactor, Inc. OH$25.7M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 920512846 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.