Plan Ledger DOL Form 5500 · updated monthly

Infusion Software, Inc.401(k)

KEAP 401(K) PLAN · CHANDLER, AZ · plan year 2024

Reported admin expense ratio · 2024
0.42%

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

Infusion Software, Inc. reported $77,929 in plan administrative expenses for 2024: 0.42% of average plan assets, above the peer median. Employer contributions averaged $36,561 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 0.71% to 0.42%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is the 376th-largest of 1,285 plans among Arizona employers on file, and the 636th of 2,534 in administrative & support services. In 2024, employees put in $7.34 for every $1.00 the employer contributed; active participation has shrunk from 310 to 7 since 2022.

Plan summary
Net assets, end of year$19,243,333
Participants with balances424
Active participants7
Employer contributions$255,925
Employee contributions$1,878,144
Employer contribution per active participant$36,561
Average account balance$45,385
Benefits paid to participants$3,379,601
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$19.2M · 424 accts · $256K emplr
2023$17.6M · 493 accts · $332K emplr
2022$14.1M · 583 accts · $293K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,782
Investment management$67,147
Total administrative$77,929
The Infusion Software, Inc. 401(k) match · 2024
Employer contribution per active participant$36,561
Median for plans this size$2,416
2024$36,561 per active participant
2023$1,093 per active participant
2022$946 per active participant

Infusion Software, 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
USI ADVISORS, INC · Recordkeeping · Pension consulting$32,139
ADP, INC. · Loan processing · Recordkeeping$10,781

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, USI ADVISORS, INC
2023ADP, USI ADVISORS, INC

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$77,929 · 0.42%
2023$48,170 · 0.30%
2022$117,187 · 0.71%
Same employer
Similar plansAdministrative & Support Services · Arizona
Vixxo Corporation AZ$33.8M · 0.38%
Arrivia, Inc. AZ$29.9M · 1.11%
Mhh Holdings III, LLC AZ$20.8M · 1.01%
Liveops, Inc. AZ$19.1M · 0.39%
Strongmind, Inc. AZ$17.1M · 0.56%
Tag Employer Services, Inc AZ$12.7M · 22.75%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261382667 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.