# Infusion Software, INC. 401(k) Plan
Source: https://planprovider.pro/companies/infusion-software-inc-401k-plan

> Infusion Software, INC.'s 401(k) plan: 7 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Infusion Software, INC.

- **Sponsor EIN:** 261382667

- **Sponsor Address:** 1301 MUNICIPAL WAY, GRAPEVINE, TX, 76051

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

- **Total Participants:** 7

- **Total Assets:** $19.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|7|$19.2M|$255,925|$1.9M|

| 2023|304|$17.6M|$332,198|$2.3M|

| 2022|310|$14.1M|$293,301|$2.3M|

## 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|—|—|$0|

## 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|$77,929|$67,147|—|—|—|

| 2023|$48,170|$34,998|—|—|—|

| 2022|$117,187|—|—|—|—|

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