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Sponsor portfolio

INFOR500

EIN 45-5457090-management consulting-Latest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
17
226 AIRPORT PARKWAY, SUITE 250 - SAN JOSE, CA 95110408-209-6837infor500.comLinkedIn51-200 employeesmanagement consulting
Plans on this EIN
2 filings
#002TraditionalDB-$874K - 8 part#001401k-$448K - 9 part

Retirement portfolio analytics

2 plans aggregated / $1.3M assets / 17 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • PLAN & TRUST (#002)66%
  • PLAN & TRUST (#001)34%
Total $1.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)9
  • PLAN & TRUST (#002)8
Total 17Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

INFOR500 DEFINED BENEFIT PLAN & TRUST

TraditionalDB

Assets$874K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

INFOR500 401(K) PLAN & TRUST

401k

Assets$448K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002INFOR500 DEFINED BENEFIT PLAN & TRUSTTraditionalDB$874K82024
001INFOR500 401(K) PLAN & TRUST401k$448K92024
Retirement plans
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