Plan Ledger DOL Form 5500 · updated monthly

Infovista Technologies Inc.401(k)

INFOVISTA 401(K) RETIREMENT PLAN · BILLERICA, MA · plan year 2023

Reported admin expense ratio · 2023
0.27%

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

Infovista Technologies Inc. reported $173,774 in plan administrative expenses for 2023: 0.27% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,470 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 fell from 0.27% to 0.24%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other professional & technical services employers. By assets it is the 553rd-largest of 2,726 plans among Massachusetts employers on file, and the 2,095th of 11,654 in professional & technical services. In 2023, employees put in $3.87 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$68,548,101
Participants with balances365
Active participants107
Employer contributions$478,316
Employee contributions$1,850,891
Employer contribution per active participant$4,470
Average account balance$187,803
Benefits paid to participants$6,551,597
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2025$64.7M · 265 accts · $286K emplr
2024$64.7M · 303 accts · $386K emplr
2023$68.5M · 365 accts · $478K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$24,086
Investment management$128,898
Audit (IQPA)$1,462
Total administrative$173,774
The Infovista Technologies Inc. 401(k) match · 2023
Employer contribution per active participant$4,470
Median for plans this size$3,659
2025$4,143 per active participant
2024$5,362 per active participant
2023$4,470 per active participant

Infovista Technologies Inc.'s 2023 employer contribution ran above the $3,659 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$128,898
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$24,086

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

Administrative cost history3
2025$154,200 · 0.24%
2024$134,114 · 0.20%
2023$173,774 · 0.27%
Same employer
Similar plansProfessional & Technical Services · Massachusetts
Bowditch & Dewey, LLP MA$70.2M · 0.04%
Aafcpas, Inc. MA$68.6M · 0.07%
Hemenway & Barnes LLP MA$68.3M · 0.20%
Rubin and Rudman LLP MA$67.4M · 0.03%
Argenx US Inc. MA$67.2M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 921586901 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.