Retirement plan

INFINITIVE, INC. 401(K) PROFIT SHARING PLAN

Name: INFINITIVE, INC. - INFINITIVE, INC. 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: INFINITIVE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INFINITIVE, INC. 401(K) PROFIT SHARING PLAN, INFINITIVE, INC.

INFINITIVE, INC.EIN 86-1126700Plan #001PY 2019

20365 EXCHANGE ST, SUITE 301 - ASHBURN, VA 20147703-554-5500infinitive.comLinkedIn51-200 employeesmanagement consulting

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$14M

+20.8% from 2018

Total participants

152

+7.8% from 2018

Average account balance

$92,447

+12.8% from 2018

Annual return

26.15%

+29.50 pp from 2018

Benchmarks

See 25,911 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,911 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$21.96M

Not enough data

1 years with asset history on file

Average account balance

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

$116K

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.

189

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.

90.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.26M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+15.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 2 by compensation

Provider	Service type	Compensation
MORGAN STANLEY SMITH BARNEY5+ years Service code 55 · EIN 26-4310632	Other Commissions	$31,787
FIDELITY INVESTMENTS INSTITUTIONAL5+ years Service code 37 · EIN 04-2647786	Loan Processing	$81

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$81

$1 / participant

Other / not subdivided$81100.0%

% of EOY assets

0.001%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: RLM CPA IN MCLEAN VA
Auditor EIN: 520901831
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$92,447

$89,367+3.4%

$141,191-34.5%

$72,975+26.7%

Participation rate

99.0%

75.1%+23.8pp

82.5%+16.5pp

69.5%+29.5pp

Annual return

26.15%

111.87%-85.7pp

71.41%-45.3pp

81.01%-54.9pp

Employer contribution / active EE

$3,031

$3,115-2.7%

$4,736-36.0%

$2,440+24.2%

Participant deferral / active EE

$12,124

$5,419+123.8%

$6,710+80.7%

$3,608+236.1%

Admin fee / account holder

$5,957-100.0%

$10,264-100.0%

$5,124-100.0%

Provider

Service type

Compensation

MORGAN STANLEY SMITH BARNEY5+ years

Service code 55 · EIN 26-4310632

Other Commissions

$31,787

FIDELITY INVESTMENTS INSTITUTIONAL5+ years

Service code 37 · EIN 04-2647786

Loan Processing

$81

INFINITIVE, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INFINITIVE, INC. 401(K) PROFIT SHARING 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