Plan Ledger DOL Form 5500 · updated monthly

Infovision, Inc401(k)

INFOVISION, INC 401K PLAN · RICHARDSON, TX · plan year 2024

Reported admin expense ratio · 2024
0.37%

Infovision, Inc reported $42,911 in plan administrative expenses for 2024: 0.37% 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 3 years on file its reported administrative ratio has held roughly steady near 0.367%. 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 2,752nd-largest of 5,688 plans among Texas employers on file, and 7,313th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$12,268,020
Participants with balances177
Active participants291
Employer contributions—
Employee contributions$1,652,052
Employer contribution per active participant—
Average account balance$69,311
Benefits paid to participants$1,875,797
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.3M · 177 accts
2023$11.1M · 171 accts
2022$8.9M · 172 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,245
Investment management$39,666
Total administrative$42,911
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 · 20244
EDWARD JONES · Recordkeeping · Trustee$39,515
ADP, INC. · Loan processing · Recordkeeping$3,394
CHARLES SCHWAB INVESTMENT MGMT INC. · Securities brokerage$62
ADP BROKER-DEALER · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP, Edward Jones
2023ADP, Edward Jones

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Administrative cost history3
2024$42,911 · 0.37%
2023$35,532 · 0.36%
2022$32,756 · 0.37%
Same employer
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Texas Veterinary, PLLC TX$12.3M · 0.13%
Leadsonline LLC TX$12.3M · 0.27%
Smith & Burgess, LLC TX$12.3M · 0.05%
Vira Insight, LLC TX$12.2M · 0.58%
Aspire Mro, LLC TX$12.2M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752614700 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.