Plan Snapshot
- Plan Sponsor: Infor (Us), INC.
- Sponsor EIN: 203469219
- Sponsor Address: 13560 MORRIS ROAD, ALPHARETTA, GA, 30004
- Plan Type: 401(k)
- Total Participants: 4,466
- Total Assets: $1.1B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 4,466 | $1.1B | $7.8M | $59.7M |
| 2023 | 4,832 | $1.0B | $8.9M | $58.3M |
| 2022 | 4,741 | $843.6M | $8.9M | $56.5M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | $18,203 | — | $18,203 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,203
- Estimated Expense Ratio: 0.002% 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 | $57,103 | $29,415 | $300 | $18,203 | — |
| 2023 | -$87,797 | $7,197 | $2,100 | $18,500 | — |
| 2022 | -$194,332 | — | — | — | — |