Plan Ledger DOL Form 5500 · updated monthly

Infusystem Holdings, Inc.401(k)

INFUSYSTEM HOLDINGS, INC. 401(K) PLAN · ROCHESTER HILLS, MI · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

Infusystem Holdings, Inc. reported $119,286 in plan administrative expenses for 2024: 0.40% of average plan assets, above the peer median. Employer contributions averaged $2,535 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 3 years on file its reported administrative ratio has held roughly steady near 0.403%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 752nd-largest of 2,619 plans among Michigan employers on file, and the 432nd of 2,096 in real estate & leasing. In 2024, employees put in $1.80 for every $1.00 the employer contributed; active participation has grown from 422 to 498 since 2022.

Plan summary
Net assets, end of year$31,814,810
Participants with balances420
Active participants498
Employer contributions$1,262,604
Employee contributions$2,271,798
Employer contribution per active participant$2,535
Average account balance$75,750
Benefits paid to participants$3,216,425
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$31.8M · 420 accts · $1.3M emplr
2023$27.4M · 395 accts · $1.3M emplr
2022$21.7M · 345 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,373
Investment management$78,913
Total administrative$119,286
The Infusystem Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$2,535
Median for plans this size$2,416
2024$2,535 per active participant
2023$2,566 per active participant
2022$2,534 per active participant

Infusystem Holdings, 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 · 20242
GREGORY J SCHWARTZ & COMPANY INC · Investment advisory (plan)$78,913
CAPITAL GROUP RETIREMENT PLAN SVCS. · Trustee (directed) · Other services$40,373

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$119,286 · 0.40%
2023$97,407 · 0.40%
2022$97,472 · 0.40%
Similar plansReal Estate & Leasing · Michigan
Sun Communities, Inc. MI$83.5M · 0.50%
Village Green Holding, LLC MI$47.6M · 0.04%
Real Estate One, Inc. MI$42.6M · 0.03%
Dtn Management Company MI$27.7M · 0.45%
McKinley Companies, LLC MI$23.5M · 0.45%
Redico, LLC. MI$22.8M · 0.58%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203341405 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.