# Infotree Global Solutions Corp 401(k) Plan
Source: https://planprovider.pro/companies/infotree-global-solutions-corp-401k-plan

> Infotree Global Solutions Corp's 401(k) plan: 619 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Infotree Global Solutions Corp

- **Sponsor EIN:** 824043247

- **Sponsor Address:** 215 ANN ARBOR ROAD SUITE 304, PLYMOUTH, MI, 48170

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

- **Total Participants:** 619

- **Total Assets:** $2.0M

## 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|619|$2.0M|$0|$967,868|

| 2023|470|$1.4M|$0|$820,898|

| 2022|452|$890,936|$0|$643,706|

## 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|

| PAYCHEX, INC.|RECORDKEEPER|$8,474|—|$8,474|

| LEVELIZED COMPENSATION ADVISOR|INVESTMENT ADVISORY|$8,219|—|$8,219|

| 401K GENERATION|CONTRACT ADMINISTRATOR|$6,739|—|$6,739|

| UHY LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PAYCHEX, INC.](https://planprovider.pro/provider/paychex) — RECORDKEEPER

- [UHY LLP](https://planprovider.pro/provider/uhy-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $23,432

- **Estimated Expense Ratio:** 1.190% 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|$24,529|$8,523|$15,146|—|—|

| 2023|$18,343|$5,572|$11,911|—|—|

| 2022|$14,331|$3,603|$10,728|—|—|

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