Plan Ledger DOL Form 5500 · updated monthly

The Infosoft Group LLC401(k)

THE INFOSOFT GROUP RETIREMENT PLAN · MILWAUKEE, WI · plan year 2022

Reported admin expense ratio · 2022
0.42%

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

The Infosoft Group LLC reported $30,156 in plan administrative expenses for 2022: 0.42% of average plan assets, below the peer median. Employer contributions averaged $2,272 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Wisconsin (1,490th of 1,936), and 9,102nd of 11,654 in professional & technical services. In 2022, employees put in $2.79 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,777,889
Participants with balances232
Active participants183
Employer contributions$415,784
Employee contributions$1,162,054
Employer contribution per active participant$2,272
Average account balance$29,215
Benefits paid to participants$1,265,564
Plan auditUnmodified (clean) audit opinion
AuditorVRAKAS, SC
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $211K emplr
2022$6.8M · 232 accts · $416K emplr
Administrative expenses, itemized · 2022
Investment management$27,147
Total administrative$30,156
The The Infosoft Group LLC 401(k) match · 2022
Employer contribution per active participant$2,272
Median for plans this size$1,114

The Infosoft Group LLC's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$30,156 · 0.42%
Similar plansProfessional & Technical Services · Wisconsin
Kmsjr, Inc. WI$7.7M · 0.83%
Capps LLC WI$7.0M · 0.10%
Tribute Technology US LLC WI$6.7M · 0.63%
Harter's Quick Clean-Up WI$6.5M · 0.08%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 391869561 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.