# Infotrax Systems 401(k) Plan
Source: https://planprovider.pro/companies/infotrax-systems-401k-plan

> Infotrax Systems's 401(k) plan: 36 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Infotrax Systems

- **Sponsor EIN:** 870584415

- **Sponsor Address:** 1875 SOUTH STATE STREET SUITE 3000, OREM, UT, 84097

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

- **Total Participants:** 36

- **Total Assets:** $11.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|36|$11.1M|$251,407|$324,522|

| 2023|44|$11.6M|$424,009|$205,334|

| 2022|45|$10.7M|$287,048|$386,634|

## 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|

| EIDE BAILLY|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [EIDE BAILLY](https://planprovider.pro/provider/eide-bailly-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$50,236|$43,108|—|—|—|

| 2023|$23,645|$23,345|—|—|—|

| 2022|$96,883|$93,883|$3,000|—|—|

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