# Infocision, INC. 401(k) Plan
Source: https://planprovider.pro/companies/infocision-inc-401k-plan

> Infocision, INC.'s 401(k) plan: 712 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Infocision, INC.

- **Sponsor EIN:** 341367630

- **Sponsor Address:** 325 SPRINGSIDE DRIVE, AKRON, OH, 44333

- **Plan Type:** 401(k)

- **Total Participants:** 712

- **Total Assets:** $36.2M

## 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|712|$36.2M|$97,625|$820,484|

| 2023|773|$35.2M|$160,274|$993,895|

| 2022|1,212|$34.2M|$355,426|$1.4M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$91,544|—|$91,544|

| CAPFINANCIAL PARTNERS LLC DBA CAPTR|OTHER|$42,881|—|$42,881|

| RAYMOND JAMES|INVESTMENT ADVISOR|$28,319|—|$28,319|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$13,247|—|$13,247|

| BOBER MARKEY FEDOROVICH|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BOBER MARKEY FEDOROVICH](https://planprovider.pro/provider/bober-markey-fedorovich-and-company) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $175,991

- **Estimated Expense Ratio:** 0.486% 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|$175,991|$41,566|—|—|—|

| 2023|$174,927|$43,873|—|—|—|

| 2022|$181,250|$85,329|$95,921|—|—|

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