# Infusion Associates 401(k) Plan
Source: https://planprovider.pro/companies/infusion-associates-plan

> Infusion Associates's 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Infusion Associates

- **Sponsor EIN:** 832498450

- **Sponsor Address:** 3310 EAGLE PARK DR. NE #200, GRAND RAPIDS, MI, 49525

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

- **Total Participants:** 0

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|0|$0|$363,815|$621,425|

| 2023|257|$6.3M|$496,054|$882,147|

| 2022|210|$4.3M|$372,215|$708,242|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$88,522|—|$88,522|

| S B H U LIFE AGENCY INC|OTHER SERVICES|—|$45,622|$45,622|

| CROWE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [S B H U LIFE AGENCY INC](https://planprovider.pro/provider/morgan-stanley) — OTHER SERVICES

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $134,144

### 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|$58,129|—|$58,129|—|—|

| 2023|$44,262|—|$44,262|—|—|

| 2022|$32,038|—|$32,038|—|—|

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