Plan Snapshot
- Plan Sponsor: Infinity Home Services Acquisition, LLC
- Sponsor EIN: 872247013
- Sponsor Address: 18500 W CORPORATE DR, BROOKFIELD, WI, 53045
- Plan Type: 401(k)
- Total Participants: 925
- Total Assets: $17.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 925 | $17.9M | $1.1M | $2.4M |
| 2023 | 257 | $12.1M | $599,663 | $1.2M |
| 2022 | 94 | $3.3M | $191,965 | $398,334 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FAIRCOURT PARTNERS, LLC | NONE | $51,122 | — | $51,122 |
| THE VANGUARD GROUP, INC. | NONE | $29,840 | — | $29,840 |
| REILLY, PENNER & BENTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- REILLY, PENNER & BENTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $80,962
- Estimated Expense Ratio: 0.452% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $80,962 | $51,122 | $29,840 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |