Retirement plan

AMDOCS, INC. 401(K) PLAN

Name: AMDOCS, INC. - AMDOCS, INC. 401(K) PLAN (2024) Form 5500
Creator: AMDOCS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMDOCS, INC. 401(K) PLAN, AMDOCS, INC.

AMDOCS, INC.EIN 43-1339487Plan #004PY 2024

625 MARYVILLE CENTRE DRIVE SUITE 20 - ST LOUIS, MO 63141314-212-7000amdocs.comLinkedIn10001+ employeescomputer software

Prospect flagsLow returnsLow participationCorrective distributions

How to read this page

Total assets (EOY)

$850.8M

-8.1% from 2016

Total participants

6,113

-1.2% from 2016

Average account balance

$173,167

-7.0% from 2016

Annual return

13.83%

-5.77 pp from 2016

Benchmarks

See 949 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort949 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$850.77M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$173K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

4,913

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

69.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$49.21M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.83%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$25

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Contract Administrator	$88,319
FORVIS, LLP2 years Filed as: FORVIS MAZARS, LLP Service code 10 910 E ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807	Accounting	$18,040
THOMPSON COBURN LLP10+ years Service code 29 · EIN 43-0666662 ONE US BANK PLAZA · ST LOUIS, MO 63101	Legal	$4,455

Plan features & details

Pension benefit codes2E2F2G2J2K2T3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$122K

$31 / participant

Recordkeeping$76K62.2%
Legal$4K3.6%
Contract admin$12K10.0%
Other / not subdivided$30K24.2%

% of EOY assets

0.014%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: FORVIS MAZARS, LLP
Auditor EIN: 440160260
Audit fees: $18,040
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$173,167

$122,128+41.8%

$147,117+17.7%

$200,096-13.5%

Participation rate

69.3%

78.2%-8.8pp

82.2%-12.9pp

72.0%-2.7pp

Annual return

13.83%

30.58%-16.8pp

420.54%-406.7pp

34.26%-20.4pp

Employer contribution / active EE

$2,793

$4,093-31.7%

$4,932-43.4%

$3,038-8.0%

Participant deferral / active EE

$9,786

$8,484+15.3%

$8,065+21.3%

$5,090+92.3%

Admin fee / account holder

$25

$180-86.1%

$12,993-99.8%

$269-90.8%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: EMPOWER ANNUITY INSURANCE COMPANY

Service code 13 · EIN 06-1050034

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Contract Administrator

$88,319

FORVIS, LLP2 years

Filed as: FORVIS MAZARS, LLP

Service code 10

910 E ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807

Accounting

$18,040

THOMPSON COBURN LLP10+ years

Service code 29 · EIN 43-0666662

ONE US BANK PLAZA · ST LOUIS, MO 63101

Legal

$4,455

AMDOCS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMDOCS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion