# Infor (Us), INC. 401(k) Plan
Source: https://planprovider.pro/companies/infor-us-inc-401k-plan

> Infor (Us), INC.'s 401(k) plan: 4,466 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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