Plan Ledger DOL Form 5500 · updated monthly

Infusion Upstate Ny, Inc.401(k)

INFUSION UPSTATE NY, INC. 401(K) PLAN · DEPEW, NY · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Infusion Upstate Ny, Inc. reported $31,526 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $2,647 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 0.49% to 0.28%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in New York (3,258th of 5,648), and 3,737th of 4,798 in finance & insurance. In 2024, employees put in $2.04 for every $1.00 the employer contributed; active participation has grown from 122 to 200 since 2022.

Plan summary
Net assets, end of year$12,497,110
Participants with balances212
Active participants200
Employer contributions$529,499
Employee contributions$1,079,107
Employer contribution per active participant$2,647
Average account balance$58,949
Benefits paid to participants$931,660
Plan auditUnmodified (clean) audit opinion
AuditorTRONCONI SEGARRA & ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$12.5M · 212 accts · $529K emplr
2023$10.4M · 151 accts · $431K emplr
2022$7.6M · 140 accts · $319K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,526
Total administrative$31,526
The Infusion Upstate Ny, Inc. 401(k) match · 2024
Employer contribution per active participant$2,647
Median for plans this size$2,416
2024$2,647 per active participant
2023$3,100 per active participant
2022$2,611 per active participant

Infusion Upstate Ny, Inc.'s 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
WNY ASSET MANAGEMENT LLC · Investment advisory (plan)$24,214

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$31,526 · 0.28%
2023$47,993 · 0.53%
2022$38,526 · 0.49%
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Source: U.S. Department of Labor, Form 5500 series, EIN 161112200 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.